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ASVRX vs JSIVX
ASVRX vs JSIVX Comparison
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ASVRX vs JSIVX Comparison Chart in %
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ASVRX vs. JSIVX commentary
Aug 23, 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 JSIVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.96B vs. JSIVX (1.27B). JSIVX pays higher dividends than ASVRX: JSIVX (0.53) vs ASVRX (0.42). ASVRX was incepted earlier than JSIVX: ASVRX (16 years) vs JSIVX (42 years). ASVRX (1.58) is less costly to investors than JSIVX (1.18). ASVRX is a more actively managed with annual turnover of: 42.00 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 : 20.50 vs. ASVRX (7.69). JSIVX return over 5 years is better than : 19.29 vs. ASVRX (1.09).
| 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 | 42 years | - |
| Gain YTD | 23.660 | 17.015 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 1.27B | 233% |
| Annual Yield % from dividends | 0.42 | 0.53 | 79% |
| Returns for 1 year | 7.69 | 20.50 | 38% |
| Returns for 3 years | 17.83 | 25.93 | 69% |
| Returns for 5 years | 1.09 | 19.29 | 6% |
| Returns for 10 years | 31.47 | 45.21 | 70% |
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