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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$22.34
Change-$0.89 (-3.83%)
VolumeN/A
CapitalizationN/A
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Dec 19, 2024
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 AFDZX is a Hold and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. AFDZX (828M). AFDZX pays higher dividends than ASVRX: AFDZX (0.87) vs ASVRX (0.47). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (15 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. AFDZX (29.88). ASVRX has a lower initial minimum investment than AFDZX: ASVRX (2500) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 16.03 vs. ASVRX (6.29). AFDZX return over 5 years is better than : 103.13 vs. ASVRX (33.69).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 13.650 | 4.327 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 5.19B | 16% |
| Annual Yield % from dividends | 0.87 | 0.47 | 184% |
| Returns for 1 year | 16.03 | 6.29 | 255% |
| Returns for 3 years | 23.58 | -3.43 | -687% |
| Returns for 5 years | 103.13 | 33.69 | 306% |
| Returns for 10 years | N/A | 23.23 | - |
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