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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$9.46
Change+$0.15 (+1.61%)
VolumeN/A
Net Assets4.55B
JPMorgan Small Cap Value R6
Price$26.57
Change+$0.36 (+1.37%)
VolumeN/A
Net Assets1.17B
ASVRX vs JSVUX Comparison Chart in %
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ASVRX vs. JSVUX commentary
Jun 27, 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 StrongBuy and JSVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.55B vs. JSVUX (1.17B). 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 (39.00). 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 : -1.51 vs. ASVRX (-5.96). ASVRX return over 5 years is better than : 62.70 vs. JSVUX (45.11).
| 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 | -8.084 | -4.881 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.17B | 390% |
| Annual Yield % from dividends | 0.53 | 1.16 | 46% |
| Returns for 1 year | -5.96 | -1.51 | 394% |
| Returns for 3 years | 2.91 | 4.15 | 70% |
| Returns for 5 years | 62.70 | 45.11 | 139% |
| Returns for 10 years | 3.88 | 1.75 | 221% |