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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$21.74
Change-$0.52 (-2.34%)
VolumeN/A
Net Assets791.17M
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Feb 23, 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 Hold and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.14B vs. AFDZX (791M). 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 : 8.37 vs. ASVRX (1.86). AFDZX return over 5 years is better than : 92.80 vs. ASVRX (35.21).
| 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 | -0.776 | -0.394 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 5.14B | 15% |
| Annual Yield % from dividends | 0.87 | 0.47 | 184% |
| Returns for 1 year | 8.37 | 1.86 | 450% |
| Returns for 3 years | 20.96 | 0.54 | 3,878% |
| Returns for 5 years | 92.80 | 35.21 | 264% |
| Returns for 10 years | N/A | 14.19 | - |
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