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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. JDSAX (1.22B). ASVRX pays higher dividends than JDSAX: ASVRX (0.42) vs JDSAX (0.13). ASVRX was incepted earlier than JDSAX: ASVRX (17 years) vs JDSAX (17 years). ASVRX (1.60) is less costly to investors than JDSAX (1.46). ASVRX is a more actively managed with annual turnover of: 42.00 vs. JDSAX (33.00). ASVRX (2500) and JDSAX (2500) have matching initial minimum investment requirements. JDSAX annual gain was more profitable for investors over the last year : 11.02 vs. ASVRX (0.25). JDSAX return over 5 years is better than : 14.20 vs. ASVRX (-2.93).
| ASVRX | JDSAX | ASVRX / JDSAX | |
| Total Expense Ratio | 1.60 | 1.46 | 110% |
| Annual Report Gross Expense Ratio | 1.60 | 1.46 | 110% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 18.956 | 13.713 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 1.22B | 227% |
| Annual Yield % from dividends | 0.42 | 0.13 | 328% |
| Returns for 1 year | 0.25 | 11.02 | 2% |
| Returns for 3 years | 13.48 | 20.33 | 66% |
| Returns for 5 years | -2.93 | 14.20 | -21% |
| Returns for 10 years | 29.45 | 37.26 | 79% |
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