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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$9.18
Change+$0.10 (+1.10%)
VolumeN/A
Net Assets4.54B
JPMorgan Small Cap Value R6
Price$25.27
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
ASVRX vs JSVUX Comparison Chart
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ASVRX vs. JSVUX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. JSVUX (1.13B). JSVUX pays higher dividends than ASVRX: JSVUX (1.20) vs ASVRX (0.54). 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 : -10.40 vs. ASVRX (-11.00). ASVRX return over 5 years is better than : 63.22 vs. JSVUX (38.26).
| 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 | -10.651 | -9.780 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 1.13B | 402% |
| Annual Yield % from dividends | 0.54 | 1.20 | 45% |
| Returns for 1 year | -11.00 | -10.40 | 106% |
| Returns for 3 years | -4.09 | -6.82 | 60% |
| Returns for 5 years | 63.22 | 38.26 | 165% |
| Returns for 10 years | 3.00 | -4.17 | -72% |
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