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ASVRX vs JSVRX
ASVRX vs JSVRX Comparison
Open Charts ASVRX vs JSVRX
American Century Small Cap Value R
Price$9.18
Change+$0.10 (+1.10%)
VolumeN/A
Net Assets4.54B
JPMorgan Small Cap Value R5
Price$25.21
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
ASVRX vs JSVRX Comparison Chart
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ASVRX vs. JSVRX 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 JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. JSVRX (1.13B). JSVRX pays higher dividends than ASVRX: JSVRX (1.08) vs ASVRX (0.54). ASVRX was incepted earlier than JSVRX: ASVRX (15 years) vs JSVRX (19 years). ASVRX (1.59) is less costly to investors than JSVRX (0.86). JSVRX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). JSVRX has a lower initial minimum investment than ASVRX: JSVRX (0) vs ASVRX (2500). JSVRX annual gain was more profitable for investors over the last year : -10.12 vs. ASVRX (-11.07). ASVRX return over 5 years is better than : 63.58 vs. JSVRX (37.79).
| ASVRX | JSVRX | ASVRX / JSVRX | |
| Total Expense Ratio | 1.59 | 0.84 | 189% |
| Annual Report Gross Expense Ratio | 1.59 | 0.86 | 185% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -10.454 | -9.679 | 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 | 1.08 | 50% |
| Returns for 1 year | -11.07 | -10.12 | 109% |
| Returns for 3 years | -1.83 | -3.81 | 48% |
| Returns for 5 years | 63.58 | 37.79 | 168% |
| Returns for 10 years | 3.00 | -4.77 | -63% |
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