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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$24.01
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets963.86M
American Century Small Cap Value R
Price$8.98
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets3.91B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.91B vs. AFDZX (964M). AFDZX pays higher dividends than ASVRX: AFDZX (0.70) vs ASVRX (0.60). AFDZX was incepted earlier than ASVRX: AFDZX (11 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 : 9.10 vs. ASVRX (-11.61). AFDZX return over 5 years is better than : 65.53 vs. ASVRX (1.02).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.58 | 53% |
| Annual Report Gross Expense Ratio | 1.36 | 1.58 | 86% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 3.402 | 4.662 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 964M | 3.91B | 25% |
| Annual Yield % from dividends | 0.70 | 0.60 | 116% |
| Returns for 1 year | 9.10 | -11.61 | -78% |
| Returns for 3 years | 38.52 | -3.40 | -1,132% |
| Returns for 5 years | 65.53 | 1.02 | 6,444% |
| Returns for 10 years | 217.03 | 37.65 | 577% |
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