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ASVRX vs NDVUX
ASVRX vs NDVUX Comparison
Open Charts ASVRX vs NDVUX
American Century Small Cap Value R
Price$9.84
Change+$0.07 (+0.72%)
VolumeN/A
Net Assets4.63B
MFS New Discovery Value R4
Price$18.14
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets2.78B
ASVRX vs NDVUX Comparison Chart in %
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ASVRX vs. NDVUX commentary
Jul 27, 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 StrongBuy and NDVUX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.63B vs. NDVUX (2.78B). NDVUX pays higher dividends than ASVRX: NDVUX (1.82) vs ASVRX (0.42). ASVRX was incepted earlier than NDVUX: ASVRX (15 years) vs NDVUX (14 years). ASVRX (1.59) 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 : -2.71 vs. ASVRX (-8.92). ASVRX return over 5 years is better than : 61.32 vs. NDVUX (42.73).
| ASVRX | NDVUX | ASVRX / NDVUX | |
| Total Expense Ratio | 1.59 | 0.96 | 166% |
| Annual Report Gross Expense Ratio | 1.59 | 0.97 | 164% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -3.542 | -0.603 | 588% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 2.78B | 167% |
| Annual Yield % from dividends | 0.42 | 1.82 | 23% |
| Returns for 1 year | -8.92 | -2.71 | 329% |
| Returns for 3 years | 5.35 | 4.14 | 129% |
| Returns for 5 years | 61.32 | 42.73 | 144% |
| Returns for 10 years | 12.19 | 51.64 | 24% |
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