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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$23.55
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets936.37M
American Century Small Cap Value R
Price$9.68
Change-$0.11 (-1.12%)
VolumeN/A
Net Assets4.26B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Oct 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 Hold and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.26B vs. AFDZX (936M). AFDZX pays higher dividends than ASVRX: AFDZX (1.00) vs ASVRX (0.41). 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 : 3.88 vs. ASVRX (-7.43). AFDZX return over 5 years is better than : 98.15 vs. ASVRX (45.02).
| 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 | 7.485 | -3.230 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 4.26B | 22% |
| Annual Yield % from dividends | 1.00 | 0.41 | 244% |
| Returns for 1 year | 3.88 | -7.43 | -52% |
| Returns for 3 years | 49.84 | 17.33 | 288% |
| Returns for 5 years | 98.15 | 45.02 | 218% |
| Returns for 10 years | 161.01 | 14.35 | 1,122% |
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