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ASVRX vs JSIVX
ASVRX vs JSIVX Comparison
Open Charts ASVRX vs JSIVX
ASVRX vs JSIVX Comparison Chart in %
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ASVRX vs. JSIVX commentary
Jun 03, 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 JSIVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.06B vs. JSIVX (1.23B). JSIVX (0.56) and ASVRX (0.54) have matching dividends . ASVRX was incepted earlier than JSIVX: ASVRX (16 years) vs JSIVX (41 years). ASVRX (1.58) is less costly to investors than JSIVX (1.18). ASVRX is a more actively managed with annual turnover of: 39.00 vs. JSIVX (37.00). ASVRX has a lower initial minimum investment than JSIVX: ASVRX (2500) vs JSIVX (250000). JSIVX annual gain was more profitable for investors over the last year : 24.85 vs. ASVRX (8.16). JSIVX return over 5 years is better than : 6.84 vs. ASVRX (-11.82).
| ASVRX | JSIVX | ASVRX / JSIVX | |
| Total Expense Ratio | 1.58 | 1.18 | 134% |
| Annual Report Gross Expense Ratio | 1.58 | 1.18 | 134% |
| Fund Existence | 16 years | 41 years | - |
| Gain YTD | 13.403 | 10.455 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 1.23B | 248% |
| Annual Yield % from dividends | 0.54 | 0.56 | 97% |
| Returns for 1 year | 8.16 | 24.85 | 33% |
| Returns for 3 years | 11.35 | 20.84 | 54% |
| Returns for 5 years | -11.82 | 6.84 | -173% |
| Returns for 10 years | 26.97 | 45.46 | 59% |
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