Ad is loading...
ASVRX vs JSVPX
ASVRX vs JSVPX Comparison
Open Charts ASVRX vs JSVPX
American Century Small Cap Value R
Price$8.83
Change+$0.76 (+9.42%)
VolumeN/A
Net Assets4.04B
JPMorgan Small Cap Value R3
Price$21.45
Change+$1.50 (+7.52%)
VolumeN/A
Net Assets1.01B
ASVRX vs JSVPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. JSVPX commentary
Apr 11, 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 Hold and JSVPX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.04B vs. JSVPX (1.01B). JSVPX pays higher dividends than ASVRX: JSVPX (0.78) vs ASVRX (0.51). 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 : -20.33 vs. ASVRX (-22.98). ASVRX return over 5 years is better than : 47.74 vs. JSVPX (21.00).
| 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 | -20.414 | -19.034 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.01B | 402% |
| Annual Yield % from dividends | 0.51 | 0.78 | 66% |
| Returns for 1 year | -22.98 | -20.33 | 113% |
| Returns for 3 years | -15.80 | -22.10 | 72% |
| Returns for 5 years | 47.74 | 21.00 | 227% |
| Returns for 10 years | -10.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...