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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$23.36
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets917.9M
American Century Small Cap Value R
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets4.09B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Oct 19, 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 AFDZX is a Hold and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.09B vs. AFDZX (918M). AFDZX pays higher dividends than ASVRX: AFDZX (1.00) vs ASVRX (0.41). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than AFDZX (1.36). ASVRX (39.00) and AFDZX (37.29) have comparable annual turnover. ASVRX has a lower initial minimum investment than AFDZX: ASVRX (2500) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : -0.02 vs. ASVRX (-13.88). AFDZX return over 5 years is better than : 96.56 vs. ASVRX (40.55).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.58 | 53% |
| Annual Report Gross Expense Ratio | 1.36 | 1.58 | 86% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 6.618 | -6.492 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 4.09B | 22% |
| Annual Yield % from dividends | 1.00 | 0.41 | 244% |
| Returns for 1 year | -0.02 | -13.88 | 0% |
| Returns for 3 years | 44.08 | 8.87 | 497% |
| Returns for 5 years | 96.56 | 40.55 | 238% |
| Returns for 10 years | 157.81 | 10.25 | 1,540% |
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