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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-$0.20 (-2.13%)
VolumeN/A
Net Assets4.63B
JPMorgan Small Cap Value R4
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
ASVRX vs JSVQX Comparison Chart
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ASVRX vs. JSVQX commentary
Jun 15, 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 JSVQX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.63B vs. JSVQX (1.17B). JSVQX pays higher dividends than ASVRX: JSVQX (0.69) vs ASVRX (0.53). 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 : -3.29 vs. ASVRX (-5.93). ASVRX return over 5 years is better than : 57.79 vs. JSVQX (38.02).
| 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 | -7.495 | -5.015 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 1.17B | 395% |
| Annual Yield % from dividends | 0.53 | 0.69 | 77% |
| Returns for 1 year | -5.93 | -3.29 | 180% |
| Returns for 3 years | 5.70 | 4.15 | 137% |
| Returns for 5 years | 57.79 | 38.02 | 152% |
| Returns for 10 years | 2.97 | N/A | - |
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