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AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$23.89
Change+$0.55 (+2.36%)
VolumeN/A
Net Assets945.99M
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
AFDVX vs ASVRX Comparison Chart in %
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AFDVX vs. ASVRX commentary
Feb 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 AFDVX is a Hold and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. AFDVX (946M). ASVRX pays higher dividends than AFDVX: ASVRX (0.57) vs AFDVX (0.45). AFDVX was incepted earlier than ASVRX: AFDVX (11 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 : 7.92 vs. ASVRX (-10.37). AFDVX return over 5 years is better than : 59.70 vs. ASVRX (0.82).
| AFDVX | ASVRX | AFDVX / ASVRX | |
| Total Expense Ratio | 1.08 | 1.58 | 68% |
| Annual Report Gross Expense Ratio | 1.68 | 1.58 | 106% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 3.689 | 6.643 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 3.93B | 24% |
| Annual Yield % from dividends | 0.45 | 0.57 | 79% |
| Returns for 1 year | 7.92 | -10.37 | -76% |
| Returns for 3 years | 29.30 | -7.17 | -409% |
| Returns for 5 years | 59.70 | 0.82 | 7,285% |
| Returns for 10 years | 216.42 | 42.38 | 511% |
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