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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R2
Price$24.17
Change-$1.14 (-4.50%)
VolumeN/A
CapitalizationN/A
ASVRX vs JSVZX Comparison Chart
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ASVRX vs. JSVZX 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 JSVZX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. JSVZX (1.32B). JSVZX pays higher dividends than ASVRX: JSVZX (1.07) vs ASVRX (0.47). ASVRX was incepted earlier than JSVZX: ASVRX (15 years) vs JSVZX (16 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). JSVZX has a lower initial minimum investment than ASVRX: JSVZX (0) vs ASVRX (2500). JSVZX annual gain was more profitable for investors over the last year : 8.84 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. JSVZX (10.34).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 4.327 | 6.416 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.32B | 395% |
| Annual Yield % from dividends | 0.47 | 1.07 | 44% |
| Returns for 1 year | 6.29 | 8.84 | 71% |
| Returns for 3 years | -3.43 | -2.64 | 130% |
| Returns for 5 years | 33.69 | 10.34 | 326% |
| Returns for 10 years | 23.23 | 1.15 | 2,022% |
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