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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.37B
JPMorgan Small Cap Value R2
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.28B
ASVRX vs JSVZX Comparison Chart
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ASVRX vs. JSVZX commentary
Jan 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 JSVZX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.37B vs. JSVZX (1.28B). 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). ASVRX annual gain was more profitable for investors over the last year : 9.73 vs. JSVZX (8.93). ASVRX return over 5 years is better than : 36.69 vs. JSVZX (8.18).
| 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 | 3.748 | 2.687 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.28B | 418% |
| Annual Yield % from dividends | 0.47 | 1.07 | 44% |
| Returns for 1 year | 9.73 | 8.93 | 109% |
| Returns for 3 years | 0.30 | -6.31 | -5% |
| Returns for 5 years | 36.69 | 8.18 | 448% |
| Returns for 10 years | 25.46 | 1.49 | 1,708% |
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