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ASVRX vs JSVPX
ASVRX vs JSVPX Comparison
Open Charts ASVRX vs JSVPX
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
JPMorgan Small Cap Value R3
Price$23.15
Change+$0.33 (+1.45%)
VolumeN/A
Net Assets1.15B
ASVRX vs JSVPX Comparison Chart
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ASVRX vs. JSVPX commentary
Jun 07, 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 Buy and JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. JSVPX (1.15B). JSVPX pays higher dividends than ASVRX: JSVPX (0.78) vs ASVRX (0.53). 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 (46.00). 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 : -6.99 vs. ASVRX (-8.68). ASVRX return over 5 years is better than : 39.33 vs. JSVPX (16.87).
| 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 | -9.665 | -7.386 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.15B | 396% |
| Annual Yield % from dividends | 0.53 | 0.78 | 69% |
| Returns for 1 year | -8.68 | -6.99 | 124% |
| Returns for 3 years | -6.74 | -11.13 | 61% |
| Returns for 5 years | 39.33 | 16.87 | 233% |
| Returns for 10 years | 2.42 | N/A | - |
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