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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$24.30
Change-$0.15 (-0.61%)
VolumeN/A
Net Assets954.5M
American Century Small Cap Value R
Price$10.00
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets4.05B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.05B vs. AFDZX (955M). AFDZX pays higher dividends than ASVRX: AFDZX (1.00) vs ASVRX (0.42). 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 : 2.58 vs. ASVRX (-11.83). AFDZX return over 5 years is better than : 83.58 vs. ASVRX (23.74).
| 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 | 10.589 | -0.363 | -2,916% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 4.05B | 24% |
| Annual Yield % from dividends | 1.00 | 0.42 | 239% |
| Returns for 1 year | 2.58 | -11.83 | -22% |
| Returns for 3 years | 41.07 | 9.19 | 447% |
| Returns for 5 years | 83.58 | 23.74 | 352% |
| Returns for 10 years | 185.50 | 39.01 | 476% |
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