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ASVRX vs NDVUX
ASVRX vs NDVUX Comparison
Open Charts ASVRX vs NDVUX
American Century Small Cap Value R
Price$9.67
Change+$0.16 (+1.68%)
VolumeN/A
Net Assets4.13B
MFS New Discovery Value R4
Price$17.91
Change+$0.27 (+1.53%)
VolumeN/A
Net Assets2.71B
ASVRX vs NDVUX Comparison Chart in %
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ASVRX vs. NDVUX commentary
Oct 15, 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 Hold and NDVUX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.13B vs. NDVUX (2.71B). NDVUX pays higher dividends than ASVRX: NDVUX (1.50) vs ASVRX (0.41). ASVRX was incepted earlier than NDVUX: ASVRX (16 years) vs NDVUX (14 years). ASVRX (1.58) is less costly to investors than NDVUX (0.97). ASVRX is a more actively managed with annual turnover of: 39.00 vs. NDVUX (34.00). NDVUX has a lower initial minimum investment than ASVRX: NDVUX (0) vs ASVRX (2500). NDVUX annual gain was more profitable for investors over the last year : -8.17 vs. ASVRX (-12.31). ASVRX return over 5 years is better than : 40.67 vs. NDVUX (34.30).
| ASVRX | NDVUX | ASVRX / NDVUX | |
| Total Expense Ratio | 1.58 | 0.96 | 165% |
| Annual Report Gross Expense Ratio | 1.58 | 0.97 | 163% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -5.997 | -3.215 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 2.71B | 153% |
| Annual Yield % from dividends | 0.41 | 1.50 | 27% |
| Returns for 1 year | -12.31 | -8.17 | 151% |
| Returns for 3 years | 13.84 | 14.34 | 97% |
| Returns for 5 years | 40.67 | 34.30 | 119% |
| Returns for 10 years | 11.47 | 50.31 | 23% |
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