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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$8.62
Change+$0.10 (+1.17%)
VolumeN/A
Net Assets4.26B
JPMorgan Small Cap Value R6
Price$23.70
Change+$0.26 (+1.11%)
VolumeN/A
Net Assets1.06B
ASVRX vs JSVUX Comparison Chart
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ASVRX vs. JSVUX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.27B vs. JSVUX (1.06B). JSVUX pays higher dividends than ASVRX: JSVUX (1.16) vs ASVRX (0.51). ASVRX was incepted earlier than JSVUX: ASVRX (15 years) vs JSVUX (20 years). ASVRX (1.59) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). 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 : -10.38 vs. ASVRX (-13.16). ASVRX return over 5 years is better than : 62.72 vs. JSVUX (39.42).
| ASVRX | JSVUX | ASVRX / JSVUX | |
| Total Expense Ratio | 1.59 | 0.74 | 215% |
| Annual Report Gross Expense Ratio | 1.59 | 0.76 | 209% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | -15.976 | -14.426 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 1.06B | 404% |
| Annual Yield % from dividends | 0.51 | 1.16 | 44% |
| Returns for 1 year | -13.16 | -10.38 | 127% |
| Returns for 3 years | -12.10 | -16.70 | 72% |
| Returns for 5 years | 62.72 | 39.42 | 159% |
| Returns for 10 years | -5.15 | -9.90 | 52% |
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