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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$24.24
Change+$0.32 (+1.34%)
VolumeN/A
Net Assets949.95M
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. AFDZX (950M). AFDZX pays higher dividends than ASVRX: AFDZX (1.00) vs ASVRX (0.39). AFDZX was incepted earlier than ASVRX: AFDZX (10 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than AFDZX (1.37). 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 : 11.66 vs. ASVRX (-1.24). AFDZX return over 5 years is better than : 124.33 vs. ASVRX (55.68).
| AFDZX | ASVRX | AFDZX / ASVRX | |
| Total Expense Ratio | 0.83 | 1.58 | 53% |
| Annual Report Gross Expense Ratio | 1.37 | 1.58 | 87% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 11.000 | 1.098 | 1,002% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 4.65B | 20% |
| Annual Yield % from dividends | 1.00 | 0.39 | 259% |
| Returns for 1 year | 11.66 | -1.24 | -940% |
| Returns for 3 years | 47.09 | 15.33 | 307% |
| Returns for 5 years | 124.33 | 55.68 | 223% |
| Returns for 10 years | 175.08 | 23.12 | 757% |
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