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AFDZX vs ASVRX
AFDZX vs ASVRX Comparison
Open Charts AFDZX vs ASVRX
Applied Finance Explorer Institutional
Price$23.32
Change-$0.43 (-1.81%)
VolumeN/A
Net Assets917.99M
American Century Small Cap Value R
Price$9.42
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets3.98B
AFDZX vs ASVRX Comparison Chart in %
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AFDZX vs. ASVRX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. AFDZX (918M). AFDZX pays higher dividends than ASVRX: AFDZX (1.02) vs ASVRX (0.43). 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 : -1.93 vs. ASVRX (-16.59). AFDZX return over 5 years is better than : 90.94 vs. ASVRX (26.81).
| 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 | 6.435 | -6.887 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 3.98B | 23% |
| Annual Yield % from dividends | 1.02 | 0.43 | 237% |
| Returns for 1 year | -1.93 | -16.59 | 12% |
| Returns for 3 years | 34.48 | 0.43 | 8,013% |
| Returns for 5 years | 90.94 | 26.81 | 339% |
| Returns for 10 years | 161.23 | 9.53 | 1,691% |
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