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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
AFDVX vs ASVRX Comparison Chart in %
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AFDVX vs. ASVRX commentary
Sep 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDVX is a Hold and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.75B vs. AFDVX (1.02B). ASVRX (0.42) and AFDVX (0.41) have matching dividends . AFDVX was incepted earlier than ASVRX: AFDVX (11 years) vs ASVRX (17 years). AFDVX (1.65) and ASVRX (1.60) have similar cost to investors . ASVRX is a more actively managed with annual turnover of: 42.00 vs. AFDVX (38.70). AFDVX has a lower initial minimum investment than ASVRX: AFDVX (1000) vs ASVRX (2500). AFDVX annual gain was more profitable for investors over the last year : 9.16 vs. ASVRX (-0.15). AFDVX return over 5 years is better than : 52.00 vs. ASVRX (-4.34).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | 1.08 | 1.60 | 68% |
| Annual Report Gross Expense Ratio | 1.65 | 1.60 | 103% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 12.804 | 15.807 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 2.75B | 37% |
| Annual Yield % from dividends | 0.41 | 0.42 | 97% |
| Returns for 1 year | 9.16 | -0.15 | -5,916% |
| Returns for 3 years | 49.45 | 14.15 | 350% |
| Returns for 5 years | 52.00 | -4.34 | -1,197% |
| Returns for 10 years | 183.30 | 22.97 | 798% |
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