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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
Sep 12, 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: 2.77B vs. JSIVX (1.22B). JSIVX pays higher dividends than ASVRX: JSIVX (0.53) vs ASVRX (0.42). ASVRX was incepted earlier than JSIVX: ASVRX (17 years) vs JSIVX (42 years). ASVRX (1.60) is less costly to investors than JSIVX (1.18). ASVRX is a more actively managed with annual turnover of: 42.00 vs. JSIVX (33.00). 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 : 11.60 vs. ASVRX (0.25). JSIVX return over 5 years is better than : 17.26 vs. ASVRX (-2.93).
| ASVRX | JSIVX | ASVRX / JSIVX | |
| Total Expense Ratio | 1.60 | 1.18 | 136% |
| Annual Report Gross Expense Ratio | 1.60 | 1.18 | 136% |
| Fund Existence | 17 years | 42 years | - |
| Gain YTD | 18.956 | 14.063 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 1.22B | 227% |
| Annual Yield % from dividends | 0.42 | 0.53 | 79% |
| Returns for 1 year | 0.25 | 11.60 | 2% |
| Returns for 3 years | 13.48 | 22.49 | 60% |
| Returns for 5 years | -2.93 | 17.26 | -17% |
| Returns for 10 years | 29.45 | 44.74 | 66% |
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