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ASVRX vs NDVBX
ASVRX vs NDVBX Comparison
Open Charts ASVRX vs NDVBX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
MFS New Discovery Value B
Price$16.72
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.88B
ASVRX vs NDVBX Comparison Chart in %
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ASVRX vs. NDVBX 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 NDVBX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. NDVBX (2.88B). NDVBX pays higher dividends than ASVRX: NDVBX (0.53) vs ASVRX (0.39). ASVRX was incepted earlier than NDVBX: ASVRX (16 years) vs NDVBX (14 years). NDVBX (1.97) is less costly to investors than ASVRX (1.58). ASVRX is a more actively managed with annual turnover of: 39.00 vs. NDVBX (34.00). NDVBX has a lower initial minimum investment than ASVRX: NDVBX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -1.24 vs. NDVBX (-2.35). ASVRX return over 5 years is better than : 55.68 vs. NDVBX (31.22).
| ASVRX | NDVBX | ASVRX / NDVBX | |
| Total Expense Ratio | 1.58 | 1.96 | 81% |
| Annual Report Gross Expense Ratio | 1.58 | 1.97 | 80% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 1.098 | 0.060 | 1,835% |
| Front Load | N/A | N/A | - |
| 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 | 0.53 | 73% |
| Returns for 1 year | -1.24 | -2.35 | 53% |
| Returns for 3 years | 15.33 | 7.36 | 208% |
| Returns for 5 years | 55.68 | 31.22 | 178% |
| Returns for 10 years | 23.12 | 37.79 | 61% |
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