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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
JPMorgan Small Cap Value R6
Price$25.94
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
ASVRX vs JSVUX Comparison Chart
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ASVRX vs. JSVUX commentary
Jun 07, 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 Buy and JSVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. JSVUX (1.15B). JSVUX pays higher dividends than ASVRX: JSVUX (1.16) vs ASVRX (0.53). 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 : -5.93 vs. ASVRX (-8.68). ASVRX return over 5 years is better than : 39.33 vs. JSVUX (22.87).
| 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 | -9.665 | -7.204 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.15B | 396% |
| Annual Yield % from dividends | 0.53 | 1.16 | 46% |
| Returns for 1 year | -8.68 | -5.93 | 146% |
| Returns for 3 years | -6.74 | -8.70 | 77% |
| Returns for 5 years | 39.33 | 22.87 | 172% |
| Returns for 10 years | 2.42 | -0.91 | -267% |
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