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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R6
Price$27.60
Change-$1.29 (-4.47%)
VolumeN/A
CapitalizationN/A
ASVRX vs JSVUX Comparison Chart
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ASVRX vs. JSVUX 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 JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. JSVUX (1.32B). 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 : 10.44 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. JSVUX (17.73).
| 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 | 4.327 | 7.977 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.32B | 395% |
| Annual Yield % from dividends | 0.47 | 1.49 | 32% |
| Returns for 1 year | 6.29 | 10.44 | 60% |
| Returns for 3 years | -3.43 | 0.77 | -444% |
| Returns for 5 years | 33.69 | 17.73 | 190% |
| Returns for 10 years | 23.23 | 13.24 | 175% |