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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$24.07
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets954.5M
American Century Small Cap Value R
Price$10.00
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets4.05B
AFDVX vs ASVRX Comparison Chart in %
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AFDVX vs. ASVRX commentary
Dec 14, 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 AFDVX is a Buy and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.05B vs. AFDVX (955M). AFDVX pays higher dividends than ASVRX: AFDVX (0.84) vs ASVRX (0.42). AFDVX was incepted earlier than ASVRX: AFDVX (10 years) vs ASVRX (16 years). AFDVX (1.68) is less costly to investors than ASVRX (1.58). ASVRX (39.00) and AFDVX (37.29) have comparable annual turnover. AFDVX has a lower initial minimum investment than ASVRX: AFDVX (1000) vs ASVRX (2500). AFDVX annual gain was more profitable for investors over the last year : 2.28 vs. ASVRX (-11.83). AFDVX return over 5 years is better than : 81.81 vs. ASVRX (23.74).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | 1.08 | 1.58 | 68% |
| Annual Report Gross Expense Ratio | 1.68 | 1.58 | 106% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 10.345 | -0.363 | -2,849% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 4.05B | 24% |
| Annual Yield % from dividends | 0.84 | 0.42 | 200% |
| Returns for 1 year | 2.28 | -11.83 | -19% |
| Returns for 3 years | 39.96 | 9.19 | 435% |
| Returns for 5 years | 81.81 | 23.74 | 345% |
| Returns for 10 years | 178.60 | 39.01 | 458% |
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