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ASVRX vs JSVQX
ASVRX vs JSVQX Comparison
Open Charts ASVRX vs JSVQX
American Century Small Cap Value R
Price$9.18
Change+$0.10 (+1.10%)
VolumeN/A
Net Assets4.54B
JPMorgan Small Cap Value R4
Price$25.21
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
ASVRX vs JSVQX Comparison Chart
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ASVRX vs. JSVQX commentary
May 09, 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 JSVQX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. JSVQX (1.13B). JSVQX pays higher dividends than ASVRX: JSVQX (0.72) vs ASVRX (0.54). ASVRX was incepted earlier than JSVQX: ASVRX (15 years) vs JSVQX (9 years). ASVRX (1.59) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). 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 : -10.28 vs. ASVRX (-11.07). ASVRX return over 5 years is better than : 63.58 vs. JSVQX (36.92).
| ASVRX | JSVQX | ASVRX / JSVQX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.59 | 1.01 | 157% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -10.454 | -9.704 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 1.13B | 402% |
| Annual Yield % from dividends | 0.54 | 0.72 | 76% |
| Returns for 1 year | -11.07 | -10.28 | 108% |
| Returns for 3 years | -1.83 | -4.13 | 44% |
| Returns for 5 years | 63.58 | 36.92 | 172% |
| Returns for 10 years | 3.00 | N/A | - |
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