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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 03, 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: 3.06B vs. AFDVX (992M). 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 (39.00) and AFDVX (37.29) have comparable annual turnover. 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 : 22.76 vs. ASVRX (8.16). AFDVX return over 5 years is better than : 45.64 vs. ASVRX (-11.82).
| 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 | 10.417 | 13.403 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 3.06B | 32% |
| Annual Yield % from dividends | 0.43 | 0.54 | 79% |
| Returns for 1 year | 22.76 | 8.16 | 279% |
| Returns for 3 years | 51.40 | 11.35 | 453% |
| Returns for 5 years | 45.64 | -11.82 | -386% |
| Returns for 10 years | 190.46 | 26.97 | 706% |
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