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ASVRX vs JDSAX
ASVRX vs JDSAX Comparison
Open Charts ASVRX vs JDSAX
ASVRX vs JDSAX Comparison Chart in %
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ASVRX vs. JDSAX commentary
Jul 14, 2026
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 JDSAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.01B vs. JDSAX (1.27B). ASVRX pays higher dividends than JDSAX: ASVRX (0.42) vs JDSAX (0.13). ASVRX was incepted earlier than JDSAX: ASVRX (16 years) vs JDSAX (17 years). ASVRX (1.58) is less costly to investors than JDSAX (1.46). ASVRX is a more actively managed with annual turnover of: 42.00 vs. JDSAX (37.00). ASVRX (2500) and JDSAX (2500) have matching initial minimum investment requirements. JDSAX annual gain was more profitable for investors over the last year : 19.73 vs. ASVRX (4.86). JDSAX return over 5 years is better than : 14.35 vs. ASVRX (-2.41).
| ASVRX | JDSAX | ASVRX / JDSAX | |
| Total Expense Ratio | 1.58 | 1.46 | 108% |
| Annual Report Gross Expense Ratio | 1.58 | 1.46 | 108% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 20.047 | 14.515 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.27B | 237% |
| Annual Yield % from dividends | 0.42 | 0.13 | 330% |
| Returns for 1 year | 4.86 | 19.73 | 25% |
| Returns for 3 years | 9.59 | 18.22 | 53% |
| Returns for 5 years | -2.41 | 14.35 | -17% |
| Returns for 10 years | 32.77 | 38.91 | 84% |
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