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ASVRX vs JDSRX
ASVRX vs JDSRX Comparison
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ASVRX vs JDSRX Comparison Chart in %
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ASVRX vs. JDSRX commentary
Aug 04, 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 JDSRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3B vs. JDSRX (1.27B). ASVRX pays higher dividends than JDSRX: ASVRX (0.42) vs JDSRX (0.00). ASVRX was incepted earlier than JDSRX: ASVRX (16 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 : 24.21 vs. ASVRX (11.75). JDSRX return over 5 years is better than : 12.43 vs. ASVRX (-1.09).
| ASVRX | JDSRX | ASVRX / JDSRX | |
| Total Expense Ratio | 1.58 | 1.73 | 91% |
| Annual Report Gross Expense Ratio | 1.58 | 1.73 | 91% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 21.445 | 16.327 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 1.27B | 236% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 11.75 | 24.21 | 49% |
| Returns for 3 years | 8.15 | 14.98 | 54% |
| Returns for 5 years | -1.09 | 12.43 | -9% |
| Returns for 10 years | 31.83 | 36.17 | 88% |
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