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ASVRX vs JSVQX
ASVRX vs JSVQX Comparison
Open Charts ASVRX vs JSVQX
American Century Small Cap Value R
Price$10.50
Change-$0.78 (-6.91%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R4
Price$28.82
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
ASVRX vs JSVQX Comparison Chart
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ASVRX vs. JSVQX 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 JSVQX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.58B vs. JSVQX (1.33B). JSVQX pays higher dividends than ASVRX: JSVQX (1.26) vs ASVRX (0.47). ASVRX was incepted earlier than JSVQX: ASVRX (15 years) vs JSVQX (8 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). JSVQX has a lower initial minimum investment than ASVRX: JSVQX (0) vs ASVRX (2500). JSVQX annual gain was more profitable for investors over the last year : 10.20 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. JSVQX (16.51).
| ASVRX | JSVQX | ASVRX / JSVQX | |
| 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 | 7.708 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 1.33B | 418% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 6.29 | 10.20 | 62% |
| Returns for 3 years | -3.43 | 0.22 | -1,563% |
| Returns for 5 years | 33.69 | 16.51 | 204% |
| Returns for 10 years | 23.23 | N/A | - |
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