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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
Jun 24, 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 Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.99B vs. AFDVX (1.02B). ASVRX pays higher dividends than AFDVX: ASVRX (0.54) vs AFDVX (0.43). AFDVX was incepted earlier than ASVRX: AFDVX (11 years) vs ASVRX (16 years). AFDVX (1.68) is less costly to investors than ASVRX (1.58). ASVRX is a more actively managed with annual turnover of: 42.00 vs. AFDVX (37.29). 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 : 24.58 vs. ASVRX (9.31). AFDVX return over 5 years is better than : 52.20 vs. ASVRX (-6.77).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | 1.08 | 1.58 | 68% |
| Annual Report Gross Expense Ratio | 1.68 | 1.58 | 106% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 14.106 | 17.016 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 2.99B | 34% |
| Annual Yield % from dividends | 0.43 | 0.54 | 79% |
| Returns for 1 year | 24.58 | 9.31 | 264% |
| Returns for 3 years | 54.74 | 13.87 | 395% |
| Returns for 5 years | 52.20 | -6.77 | -771% |
| Returns for 10 years | 216.22 | 37.02 | 584% |
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