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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$19.96
Change-$1.27 (-5.98%)
VolumeN/A
Net Assets772.21M
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
AFDZX vs ASVRX Comparison Chart
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AFDZX vs. ASVRX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. AFDZX (772M). AFDZX pays higher dividends than ASVRX: AFDZX (1.15) vs ASVRX (0.51). 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: 46.00 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 : 0.57 vs. ASVRX (-8.12). AFDZX return over 5 years is better than : 212.57 vs. ASVRX (105.16).
| 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 | -4.473 | -6.410 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 4.82B | 16% |
| Annual Yield % from dividends | 1.15 | 0.51 | 224% |
| Returns for 1 year | 0.57 | -8.12 | -7% |
| Returns for 3 years | 11.04 | -5.65 | -195% |
| Returns for 5 years | 212.57 | 105.16 | 202% |
| Returns for 10 years | N/A | 6.35 | - |
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