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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$22.71
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets821.44M
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Jan 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 StrongBuy and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.4B vs. AFDZX (821M). 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 : 15.90 vs. ASVRX (9.73). AFDZX return over 5 years is better than : 97.68 vs. ASVRX (36.69).
| 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 | 3.651 | 3.748 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 5.4B | 15% |
| Annual Yield % from dividends | 0.87 | 0.47 | 184% |
| Returns for 1 year | 15.90 | 9.73 | 163% |
| Returns for 3 years | 20.99 | 0.30 | 7,080% |
| Returns for 5 years | 97.68 | 36.69 | 266% |
| Returns for 10 years | N/A | 25.46 | - |
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