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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$22.43
Change+$0.17 (+0.76%)
VolumeN/A
Net Assets876.21M
American Century Small Cap Value R
Price$9.62
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets4.5B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Aug 10, 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 StrongBuy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.5B vs. AFDZX (876M). AFDZX pays higher dividends than ASVRX: AFDZX (1.09) vs ASVRX (0.41). 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: 39.00 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 : 5.72 vs. ASVRX (-5.03). AFDZX return over 5 years is better than : 102.92 vs. ASVRX (46.04).
| 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 | 2.373 | -5.023 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 4.5B | 19% |
| Annual Yield % from dividends | 1.09 | 0.41 | 264% |
| Returns for 1 year | 5.72 | -5.03 | -114% |
| Returns for 3 years | 28.34 | 0.63 | 4,497% |
| Returns for 5 years | 102.92 | 46.04 | 224% |
| Returns for 10 years | 139.45 | 10.22 | 1,364% |
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