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ASVRX vs JSVPX
ASVRX vs JSVPX Comparison
Open Charts ASVRX vs JSVPX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R3
Price$24.64
Change-$1.16 (-4.50%)
VolumeN/A
CapitalizationN/A
ASVRX vs JSVPX Comparison Chart
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ASVRX vs. JSVPX commentary
Dec 19, 2024
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 JSVPX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. JSVPX (1.32B). JSVPX pays higher dividends than ASVRX: JSVPX (1.21) vs ASVRX (0.47). ASVRX was incepted earlier than JSVPX: ASVRX (15 years) vs JSVPX (8 years). JSVPX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). JSVPX has a lower initial minimum investment than ASVRX: JSVPX (0) vs ASVRX (2500). JSVPX annual gain was more profitable for investors over the last year : 9.24 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. JSVPX (12.03).
| ASVRX | JSVPX | ASVRX / JSVPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 4.327 | 6.785 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.32B | 395% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | 6.29 | 9.24 | 68% |
| Returns for 3 years | -3.43 | -1.86 | 185% |
| Returns for 5 years | 33.69 | 12.03 | 280% |
| Returns for 10 years | 23.23 | N/A | - |
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