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ASVRX vs JSVRX
ASVRX vs JSVRX Comparison
Open Charts ASVRX vs JSVRX
American Century Small Cap Value R
Price$11.34
Change-$0.07 (-0.61%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R5
Price$31.14
Change-$0.24 (-0.76%)
VolumeN/A
CapitalizationN/A
ASVRX vs JSVRX Comparison Chart
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ASVRX vs. JSVRX commentary
Nov 14, 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 Buy and JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.89B vs. JSVRX (1.41B). 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 : 37.06 vs. ASVRX (34.48). ASVRX return over 5 years is better than : 51.86 vs. JSVRX (24.89).
| 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 | 13.160 | 17.446 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.89B | 1.41B | 418% |
| Annual Yield % from dividends | 0.47 | 1.40 | 34% |
| Returns for 1 year | 34.48 | 37.06 | 93% |
| Returns for 3 years | -1.75 | -12.62 | 14% |
| Returns for 5 years | 51.86 | 24.89 | 208% |
| Returns for 10 years | 20.54 | 18.72 | 110% |
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