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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Aug 24, 2026
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: 2.96B vs. AFDZX (1.06B). AFDZX pays higher dividends than ASVRX: AFDZX (0.59) vs ASVRX (0.42). AFDZX was incepted earlier than ASVRX: AFDZX (11 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than AFDZX (1.36). ASVRX is a more actively managed with annual turnover of: 42.00 vs. AFDZX (38.70). 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 : 19.33 vs. ASVRX (7.69). AFDZX return over 5 years is better than : 63.96 vs. ASVRX (1.09).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.58 | 53% |
| Annual Report Gross Expense Ratio | 1.36 | 1.58 | 86% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 18.002 | 23.660 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 2.96B | 36% |
| Annual Yield % from dividends | 0.59 | 0.42 | 142% |
| Returns for 1 year | 19.33 | 7.69 | 251% |
| Returns for 3 years | 54.52 | 17.83 | 306% |
| Returns for 5 years | 63.96 | 1.09 | 5,848% |
| Returns for 10 years | 204.81 | 31.47 | 651% |
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