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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$21.45
Change+$0.30 (+1.42%)
VolumeN/A
Net Assets814.5M
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Jun 07, 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: 4.53B vs. AFDZX (815M). AFDZX pays higher dividends than ASVRX: AFDZX (1.14) vs ASVRX (0.53). 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 : 2.16 vs. ASVRX (-8.68). AFDZX return over 5 years is better than : 99.90 vs. ASVRX (39.33).
| 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 | -3.469 | -9.665 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 4.53B | 18% |
| Annual Yield % from dividends | 1.14 | 0.53 | 213% |
| Returns for 1 year | 2.16 | -8.68 | -25% |
| Returns for 3 years | 14.27 | -6.74 | -212% |
| Returns for 5 years | 99.90 | 39.33 | 254% |
| Returns for 10 years | 140.48 | 2.42 | 5,796% |
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