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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
Jun 24, 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 Buy and JDSAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.99B vs. JDSAX (1.21B). ASVRX pays higher dividends than JDSAX: ASVRX (0.54) 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 : 25.30 vs. ASVRX (9.31). JDSAX return over 5 years is better than : 9.15 vs. ASVRX (-6.77).
| 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 | 17.016 | 12.869 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 1.21B | 247% |
| Annual Yield % from dividends | 0.54 | 0.13 | 404% |
| Returns for 1 year | 9.31 | 25.30 | 37% |
| Returns for 3 years | 13.87 | 23.01 | 60% |
| Returns for 5 years | -6.77 | 9.15 | -74% |
| Returns for 10 years | 37.02 | 45.28 | 82% |
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