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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$20.04
Change+$0.31 (+1.57%)
VolumeN/A
Net Assets716.97M
American Century Small Cap Value R
Price$8.99
Change+$0.17 (+1.93%)
VolumeN/A
Net Assets4.42B
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Apr 25, 2025
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 Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.42B vs. AFDZX (717M). AFDZX pays higher dividends than ASVRX: AFDZX (1.15) vs ASVRX (0.51). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (15 years). ASVRX (1.59) is less costly to investors than AFDZX (1.37). ASVRX is a more actively managed with annual turnover of: 46.00 vs. AFDZX (32.00). 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 : -2.69 vs. ASVRX (-12.85). AFDZX return over 5 years is better than : 151.40 vs. ASVRX (69.41).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.59 | 52% |
| Annual Report Gross Expense Ratio | 1.37 | 1.59 | 86% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -8.535 | -13.018 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 4.42B | 16% |
| Annual Yield % from dividends | 1.15 | 0.51 | 224% |
| Returns for 1 year | -2.69 | -12.85 | 21% |
| Returns for 3 years | 11.56 | -8.36 | -138% |
| Returns for 5 years | 151.40 | 69.41 | 218% |
| Returns for 10 years | N/A | -1.16 | - |
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