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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$22.11
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets862.74M
American Century Small Cap Value R
Price$9.62
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets4.64B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Jul 18, 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 Buy and ASVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.64B vs. AFDZX (863M). AFDZX pays higher dividends than ASVRX: AFDZX (1.10) vs ASVRX (0.42). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (15 years). ASVRX (1.59) is less costly to investors than AFDZX (1.37). ASVRX is a more actively managed with annual turnover of: 39.00 vs. AFDZX (32.00). 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 : -1.75 vs. ASVRX (-12.07). AFDZX return over 5 years is better than : 122.16 vs. ASVRX (59.64).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.59 | 52% |
| Annual Report Gross Expense Ratio | 1.37 | 1.59 | 86% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 0.913 | -5.319 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 4.64B | 19% |
| Annual Yield % from dividends | 1.10 | 0.42 | 262% |
| Returns for 1 year | -1.75 | -12.07 | 14% |
| Returns for 3 years | 37.20 | 8.37 | 444% |
| Returns for 5 years | 122.16 | 59.64 | 205% |
| Returns for 10 years | 130.85 | 6.53 | 2,003% |
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