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ASVRX vs JDSRX
ASVRX vs JDSRX Comparison
Open Charts ASVRX vs JDSRX
ASVRX vs JDSRX Comparison Chart in %
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ASVRX vs. JDSRX commentary
Sep 05, 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 JDSRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.86B vs. JDSRX (1.22B). ASVRX pays higher dividends than JDSRX: ASVRX (0.42) vs JDSRX (0.00). ASVRX was incepted earlier than JDSRX: ASVRX (17 years) vs JDSRX (17 years). JDSRX (1.73) is less costly to investors than ASVRX (1.58). ASVRX is a more actively managed with annual turnover of: 42.00 vs. JDSRX (37.00). ASVRX (2500) and JDSRX (2500) have matching initial minimum investment requirements. JDSRX annual gain was more profitable for investors over the last year : 15.60 vs. ASVRX (1.86). JDSRX return over 5 years is better than : 10.17 vs. ASVRX (-3.42).
| ASVRX | JDSRX | ASVRX / JDSRX | |
| Total Expense Ratio | 1.58 | 1.73 | 91% |
| Annual Report Gross Expense Ratio | 1.58 | 1.73 | 91% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 21.329 | 16.060 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.22B | 234% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 1.86 | 15.60 | 12% |
| Returns for 3 years | 13.62 | 16.28 | 84% |
| Returns for 5 years | -3.42 | 10.17 | -34% |
| Returns for 10 years | 27.76 | 29.81 | 93% |
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