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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$22.72
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets898.62M
American Century Small Cap Value R
Price$9.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.83B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Nov 20, 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: 3.83B vs. AFDZX (899M). AFDZX pays higher dividends than ASVRX: AFDZX (1.02) vs ASVRX (0.43). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than AFDZX (1.36). 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 : -2.71 vs. ASVRX (-17.58). AFDZX return over 5 years is better than : 82.28 vs. ASVRX (19.82).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.58 | 53% |
| Annual Report Gross Expense Ratio | 1.36 | 1.58 | 86% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 3.697 | -9.457 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 3.83B | 23% |
| Annual Yield % from dividends | 1.02 | 0.43 | 237% |
| Returns for 1 year | -2.71 | -17.58 | 15% |
| Returns for 3 years | 30.65 | -1.62 | -1,895% |
| Returns for 5 years | 82.28 | 19.82 | 415% |
| Returns for 10 years | 150.74 | 5.79 | 2,604% |
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