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ASVRX vs NDVAX
ASVRX vs NDVAX Comparison
Open Charts ASVRX vs NDVAX
American Century Small Cap Value R
Price$9.42
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets3.98B
MFS New Discovery Value A
Price$17.22
Change-$0.28 (-1.60%)
VolumeN/A
Net Assets2.66B
ASVRX vs NDVAX Comparison Chart in %
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ASVRX vs. NDVAX 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 ASVRX is a Buy and NDVAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. NDVAX (2.66B). NDVAX pays higher dividends than ASVRX: NDVAX (1.30) vs ASVRX (0.43). 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 : -12.04 vs. ASVRX (-16.57). ASVRX return over 5 years is better than : 27.62 vs. NDVAX (20.85).
| 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 | -6.294 | -2.747 | 229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 2.66B | 149% |
| Annual Yield % from dividends | 0.43 | 1.30 | 33% |
| Returns for 1 year | -16.57 | -12.04 | 138% |
| Returns for 3 years | -0.19 | -0.01 | 2,206% |
| Returns for 5 years | 27.62 | 20.85 | 132% |
| Returns for 10 years | 10.99 | 47.28 | 23% |
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