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ASVRX vs NDVAX
ASVRX vs NDVAX Comparison
Open Charts ASVRX vs NDVAX
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
MFS New Discovery Value A
Price$15.99
Change-$1.27 (-7.36%)
VolumeN/A
Net Assets3.07B
ASVRX vs NDVAX Comparison Chart
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ASVRX vs. NDVAX 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 ASVRX is a Buy and NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. NDVAX (3.07B). NDVAX pays higher dividends than ASVRX: NDVAX (1.62) vs ASVRX (0.51). ASVRX was incepted earlier than NDVAX: ASVRX (15 years) vs NDVAX (14 years). ASVRX (1.59) is less costly to investors than NDVAX (1.20). ASVRX is a more actively managed with annual turnover of: 46.00 vs. NDVAX (34.00). NDVAX has a lower initial minimum investment than ASVRX: NDVAX (1000) vs ASVRX (2500). NDVAX annual gain was more profitable for investors over the last year : -1.45 vs. ASVRX (-7.22). ASVRX return over 5 years is better than : 107.97 vs. NDVAX (77.51).
| ASVRX | NDVAX | ASVRX / NDVAX | |
| Total Expense Ratio | 1.59 | 1.19 | 134% |
| Annual Report Gross Expense Ratio | 1.59 | 1.20 | 133% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -5.128 | -4.164 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 3.07B | 157% |
| Annual Yield % from dividends | 0.51 | 1.62 | 32% |
| Returns for 1 year | -7.22 | -1.45 | 500% |
| Returns for 3 years | -3.79 | -10.81 | 35% |
| Returns for 5 years | 107.97 | 77.51 | 139% |
| Returns for 10 years | 7.10 | 35.76 | 20% |
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