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ASVRX vs JSVQX
ASVRX vs JSVQX Comparison
Open Charts ASVRX vs JSVQX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
JPMorgan Small Cap Value R4
Price$27.31
Change-$0.71 (-2.53%)
VolumeN/A
Net Assets1.22B
ASVRX vs JSVQX Comparison Chart
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ASVRX vs. JSVQX commentary
Feb 23, 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: 5.14B vs. JSVQX (1.22B). 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 : 2.85 vs. ASVRX (1.86). ASVRX return over 5 years is better than : 35.21 vs. JSVQX (13.10).
| 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 | -0.394 | -0.763 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 1.22B | 420% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 1.86 | 2.85 | 65% |
| Returns for 3 years | 0.54 | -1.96 | -28% |
| Returns for 5 years | 35.21 | 13.10 | 269% |
| Returns for 10 years | 14.19 | N/A | - |
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