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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$24.08
Change+$0.53 (+2.25%)
VolumeN/A
Net Assets945.99M
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX 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 AFDZX is a Hold and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. AFDZX (946M). AFDZX pays higher dividends than ASVRX: AFDZX (0.68) vs ASVRX (0.57). 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 : 8.20 vs. ASVRX (-10.37). AFDZX return over 5 years is better than : 61.30 vs. ASVRX (0.82).
| 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 | 3.704 | 6.643 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 3.93B | 24% |
| Annual Yield % from dividends | 0.68 | 0.57 | 118% |
| Returns for 1 year | 8.20 | -10.37 | -79% |
| Returns for 3 years | 30.36 | -7.17 | -424% |
| Returns for 5 years | 61.30 | 0.82 | 7,479% |
| Returns for 10 years | 224.05 | 42.38 | 529% |