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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$23.55
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Century Small Cap Value R
Price$11.18
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Nov 18, 2024
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 Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.77B vs. AFDZX (826M). AFDZX pays higher dividends than ASVRX: AFDZX (0.87) vs ASVRX (0.47). AFDZX was incepted earlier than ASVRX: AFDZX (9 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 : 30.39 vs. ASVRX (26.01). AFDZX return over 5 years is better than : 113.15 vs. ASVRX (48.22).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 15.215 | 10.879 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 5.77B | 14% |
| Annual Yield % from dividends | 0.87 | 0.47 | 184% |
| Returns for 1 year | 30.39 | 26.01 | 117% |
| Returns for 3 years | 17.32 | -4.06 | -427% |
| Returns for 5 years | 113.15 | 48.22 | 235% |
| Returns for 10 years | N/A | 18.23 | - |
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