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ASVRX vs JSVRX
ASVRX vs JSVRX Comparison
Open Charts ASVRX vs JSVRX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R5
Price$27.53
Change-$1.29 (-4.48%)
VolumeN/A
CapitalizationN/A
ASVRX vs JSVRX Comparison Chart
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ASVRX vs. JSVRX commentary
Dec 19, 2024
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 JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. JSVRX (1.32B). JSVRX pays higher dividends than ASVRX: JSVRX (1.40) vs ASVRX (0.47). ASVRX was incepted earlier than JSVRX: ASVRX (15 years) vs JSVRX (19 years). JSVRX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). 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 : 10.35 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. JSVRX (17.21).
| ASVRX | JSVRX | ASVRX / JSVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 4.327 | 7.865 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.32B | 395% |
| Annual Yield % from dividends | 0.47 | 1.40 | 34% |
| Returns for 1 year | 6.29 | 10.35 | 61% |
| Returns for 3 years | -3.43 | 0.57 | -601% |
| Returns for 5 years | 33.69 | 17.21 | 196% |
| Returns for 10 years | 23.23 | 12.30 | 189% |