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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
JPMorgan Small Cap Value R6
Price$28.33
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets1.29B
ASVRX vs JSVUX Comparison Chart
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ASVRX vs. JSVUX commentary
Jan 19, 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 JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.4B vs. JSVUX (1.29B). JSVUX pays higher dividends than ASVRX: JSVUX (1.49) vs ASVRX (0.47). ASVRX was incepted earlier than JSVUX: ASVRX (15 years) vs JSVUX (20 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). ASVRX has a lower initial minimum investment than JSVUX: ASVRX (2500) vs JSVUX (15000000). JSVUX annual gain was more profitable for investors over the last year : 10.56 vs. ASVRX (9.73). ASVRX return over 5 years is better than : 36.69 vs. JSVUX (15.45).
| ASVRX | JSVUX | ASVRX / JSVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 3.748 | 2.719 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.29B | 419% |
| Annual Yield % from dividends | 0.47 | 1.49 | 32% |
| Returns for 1 year | 9.73 | 10.56 | 92% |
| Returns for 3 years | 0.30 | -2.97 | -10% |
| Returns for 5 years | 36.69 | 15.45 | 237% |
| Returns for 10 years | 25.46 | 13.62 | 187% |
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