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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
Jun 04, 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 Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.06B vs. AFDZX (992M). AFDZX pays higher dividends than ASVRX: AFDZX (0.64) vs ASVRX (0.54). 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 (39.00) and AFDZX (37.29) have comparable annual turnover. 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 : 23.09 vs. ASVRX (8.16). AFDZX return over 5 years is better than : 47.18 vs. ASVRX (-11.82).
| 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 | 10.508 | 13.403 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 3.06B | 32% |
| Annual Yield % from dividends | 0.64 | 0.54 | 118% |
| Returns for 1 year | 23.09 | 8.16 | 283% |
| Returns for 3 years | 52.58 | 11.35 | 463% |
| Returns for 5 years | 47.18 | -11.82 | -399% |
| Returns for 10 years | 197.73 | 26.97 | 733% |
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