Interact to see
Advertisement
Advertisement
AFDVX vs ASVRX
AFDVX vs ASVRX Comparison
Open Charts AFDVX vs ASVRX
Applied Finance Explorer Investor
Price$23.76
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets960.67M
American Century Small Cap Value R
Price$8.94
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets3.93B
AFDVX vs ASVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. ASVRX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. AFDVX (961M). ASVRX pays higher dividends than AFDVX: ASVRX (0.60) vs AFDVX (0.47). 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 : 10.92 vs. ASVRX (-10.34). AFDVX return over 5 years is better than : 61.57 vs. ASVRX (-0.53).
| 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 | 3.125 | 4.196 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 3.93B | 24% |
| Annual Yield % from dividends | 0.47 | 0.60 | 78% |
| Returns for 1 year | 10.92 | -10.34 | -106% |
| Returns for 3 years | 37.01 | -3.83 | -966% |
| Returns for 5 years | 61.57 | -0.53 | -11,648% |
| Returns for 10 years | 208.77 | 37.03 | 564% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement