Interact to see
Advertisement
Advertisement
AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$24.44
Change+$0.40 (+1.66%)
VolumeN/A
Net Assets946.58M
American Century Small Cap Value R
Price$10.19
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets4.52B
AFDZX vs ASVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDZX vs. ASVRX commentary
Sep 19, 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: 4.52B vs. AFDZX (947M). AFDZX pays higher dividends than ASVRX: AFDZX (1.00) vs ASVRX (0.39). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than AFDZX (1.37). ASVRX (39.00) and AFDZX (37.29) have comparable annual turnover. 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 : 8.13 vs. ASVRX (-5.64). AFDZX return over 5 years is better than : 119.00 vs. ASVRX (57.52).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.58 | 53% |
| Annual Report Gross Expense Ratio | 1.37 | 1.58 | 87% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 11.547 | -1.074 | -1,075% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 4.52B | 21% |
| Annual Yield % from dividends | 1.00 | 0.39 | 259% |
| Returns for 1 year | 8.13 | -5.64 | -144% |
| Returns for 3 years | 47.56 | 12.72 | 374% |
| Returns for 5 years | 119.00 | 57.52 | 207% |
| Returns for 10 years | 174.07 | 21.19 | 821% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement