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ASVRX vs JSVRX
ASVRX vs JSVRX Comparison
Open Charts ASVRX vs JSVRX
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
JPMorgan Small Cap Value R5
Price$25.88
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
ASVRX vs JSVRX Comparison Chart
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ASVRX vs. JSVRX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. JSVRX (1.15B). JSVRX pays higher dividends than ASVRX: JSVRX (1.05) vs ASVRX (0.53). 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 : -6.02 vs. ASVRX (-8.68). ASVRX return over 5 years is better than : 39.33 vs. JSVRX (22.30).
| 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 | -9.665 | -7.243 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.15B | 396% |
| Annual Yield % from dividends | 0.53 | 1.05 | 51% |
| Returns for 1 year | -8.68 | -6.02 | 144% |
| Returns for 3 years | -6.74 | -8.93 | 75% |
| Returns for 5 years | 39.33 | 22.30 | 176% |
| Returns for 10 years | 2.42 | -1.75 | -139% |
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