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ASVRX vs NDVBX
ASVRX vs NDVBX Comparison
Open Charts ASVRX vs NDVBX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
MFS New Discovery Value B
Price$16.57
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets2.85B
ASVRX vs NDVBX Comparison Chart in %
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ASVRX vs. NDVBX commentary
Jul 07, 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 NDVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. NDVBX (2.85B). NDVBX pays higher dividends than ASVRX: NDVBX (0.76) vs ASVRX (0.42). ASVRX was incepted earlier than NDVBX: ASVRX (15 years) vs NDVBX (14 years). NDVBX (1.95) is less costly to investors than ASVRX (1.59). ASVRX is a more actively managed with annual turnover of: 46.00 vs. NDVBX (34.00). NDVBX has a lower initial minimum investment than ASVRX: NDVBX (1000) vs ASVRX (2500). NDVBX annual gain was more profitable for investors over the last year : 3.13 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. NDVBX (35.60).
| ASVRX | NDVBX | ASVRX / NDVBX | |
| Total Expense Ratio | 1.59 | 1.94 | 82% |
| Annual Report Gross Expense Ratio | 1.59 | 1.95 | 82% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -2.555 | -0.838 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 2.85B | 168% |
| Annual Yield % from dividends | 0.42 | 0.76 | 55% |
| Returns for 1 year | -1.10 | 3.13 | -35% |
| Returns for 3 years | 11.16 | 2.01 | 555% |
| Returns for 5 years | 67.04 | 35.60 | 188% |
| Returns for 10 years | 10.24 | 29.41 | 35% |
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