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ASVRX vs JSVRX
ASVRX vs JSVRX Comparison
Open Charts ASVRX vs JSVRX
American Century Small Cap Value R
Price$8.83
Change+$0.76 (+9.42%)
VolumeN/A
Net Assets4.04B
JPMorgan Small Cap Value R5
Price$23.97
Change+$1.69 (+7.59%)
VolumeN/A
Net Assets1.01B
ASVRX vs JSVRX Comparison Chart
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ASVRX vs. JSVRX commentary
Apr 11, 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 JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.04B vs. JSVRX (1.01B). JSVRX pays higher dividends than ASVRX: JSVRX (1.04) vs ASVRX (0.51). 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 : -19.53 vs. ASVRX (-22.98). ASVRX return over 5 years is better than : 47.74 vs. JSVRX (26.62).
| 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 | -20.414 | -18.987 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.01B | 402% |
| Annual Yield % from dividends | 0.51 | 1.04 | 49% |
| Returns for 1 year | -22.98 | -19.53 | 118% |
| Returns for 3 years | -15.80 | -20.21 | 78% |
| Returns for 5 years | 47.74 | 26.62 | 179% |
| Returns for 10 years | -10.06 | -16.34 | 62% |
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