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ASVRX vs NDVAX
ASVRX vs NDVAX Comparison
Open Charts ASVRX vs NDVAX
American Century Small Cap Value R
Price$9.80
Change+$0.18 (+1.87%)
VolumeN/A
Net Assets3.99B
MFS New Discovery Value A
Price$17.69
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets2.68B
ASVRX vs NDVAX Comparison Chart in %
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ASVRX vs. NDVAX commentary
Dec 04, 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 Hold and NDVAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.99B vs. NDVAX (2.68B). NDVAX pays higher dividends than ASVRX: NDVAX (1.27) vs ASVRX (0.42). ASVRX was incepted earlier than NDVAX: ASVRX (16 years) vs NDVAX (15 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 : -12.59 vs. ASVRX (-17.18). ASVRX return over 5 years is better than : 22.00 vs. NDVAX (15.40).
| 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 | 15 years | - |
| Gain YTD | -4.613 | -1.247 | 370% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 2.68B | 149% |
| Annual Yield % from dividends | 0.42 | 1.27 | 33% |
| Returns for 1 year | -17.18 | -12.59 | 136% |
| Returns for 3 years | 0.76 | -0.46 | -166% |
| Returns for 5 years | 22.00 | 15.40 | 143% |
| Returns for 10 years | 10.70 | 46.26 | 23% |
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