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ASVRX vs JSVPX
ASVRX vs JSVPX Comparison
Open Charts ASVRX vs JSVPX
American Century Small Cap Value R
Price$9.59
Change-$0.26 (-2.64%)
VolumeN/A
Net Assets4.77B
JPMorgan Small Cap Value R3
Price$24.18
Change-$0.58 (-2.34%)
VolumeN/A
Net Assets1.23B
ASVRX vs JSVPX Comparison Chart in %
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ASVRX vs. JSVPX commentary
Jul 17, 2025
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 StrongBuy and JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.77B vs. JSVPX (1.23B). JSVPX pays higher dividends than ASVRX: JSVPX (0.83) vs ASVRX (0.42). ASVRX was incepted earlier than JSVPX: ASVRX (15 years) vs JSVPX (9 years). ASVRX (1.59) is less costly to investors than JSVPX (1.30). JSVPX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (39.00). 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 : -4.18 vs. ASVRX (-6.70). ASVRX return over 5 years is better than : 63.43 vs. JSVPX (37.21).
| ASVRX | JSVPX | ASVRX / JSVPX | |
| Total Expense Ratio | 1.59 | 1.24 | 128% |
| Annual Report Gross Expense Ratio | 1.59 | 1.30 | 122% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -2.753 | 0.742 | -371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 1.23B | 388% |
| Annual Yield % from dividends | 0.42 | 0.83 | 51% |
| Returns for 1 year | -6.70 | -4.18 | 160% |
| Returns for 3 years | 11.31 | 8.96 | 126% |
| Returns for 5 years | 63.43 | 37.21 | 170% |
| Returns for 10 years | 9.42 | N/A | - |
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