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ASVRX vs NDVAX
ASVRX vs NDVAX Comparison
Open Charts ASVRX vs NDVAX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
MFS New Discovery Value A
Price$18.11
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets2.88B
ASVRX vs NDVAX Comparison Chart in %
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ASVRX vs. NDVAX commentary
Sep 08, 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 ASVRX is a Buy and NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. NDVAX (2.88B). NDVAX pays higher dividends than ASVRX: NDVAX (1.26) vs ASVRX (0.39). ASVRX was incepted earlier than NDVAX: ASVRX (16 years) vs NDVAX (14 years). ASVRX (1.58) is less costly to investors than NDVAX (1.22). ASVRX is a more actively managed with annual turnover of: 39.00 vs. NDVAX (34.00). NDVAX has a lower initial minimum investment than ASVRX: NDVAX (1000) vs ASVRX (2500). NDVAX annual gain was more profitable for investors over the last year : -1.00 vs. ASVRX (-1.24). ASVRX return over 5 years is better than : 55.68 vs. NDVAX (37.96).
| ASVRX | NDVAX | ASVRX / NDVAX | |
| Total Expense Ratio | 1.58 | 1.21 | 131% |
| Annual Report Gross Expense Ratio | 1.58 | 1.22 | 130% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 1.098 | 0.865 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 2.88B | 162% |
| Annual Yield % from dividends | 0.39 | 1.26 | 31% |
| Returns for 1 year | -1.24 | -1.00 | 124% |
| Returns for 3 years | 15.33 | 10.47 | 146% |
| Returns for 5 years | 55.68 | 37.96 | 147% |
| Returns for 10 years | 23.12 | 51.05 | 45% |
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