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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 13, 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: 2.79B 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 (1.60). ASVRX is a more actively managed with annual turnover of: 42.00 vs. JDSRX (33.00). ASVRX (2500) and JDSRX (2500) have matching initial minimum investment requirements. JDSRX annual gain was more profitable for investors over the last year : 10.45 vs. ASVRX (0.25). JDSRX return over 5 years is better than : 11.29 vs. ASVRX (-2.93).
| ASVRX | JDSRX | ASVRX / JDSRX | |
| Total Expense Ratio | 1.60 | 1.73 | 92% |
| Annual Report Gross Expense Ratio | 1.60 | 1.73 | 92% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 18.956 | 13.443 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 1.22B | 229% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 0.25 | 10.45 | 2% |
| Returns for 3 years | 13.48 | 18.34 | 73% |
| Returns for 5 years | -2.93 | 11.29 | -26% |
| Returns for 10 years | 29.45 | 31.20 | 94% |
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