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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.78B
JPMorgan Small Cap Value R2
Price$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.22B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Jul 05, 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 JSVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.78B vs. JSVZX (1.23B). JSVZX pays higher dividends than ASVRX: JSVZX (0.66) vs ASVRX (0.42). ASVRX was incepted earlier than JSVZX: ASVRX (15 years) vs JSVZX (17 years). JSVZX (1.60) and ASVRX (1.59) have similar cost to investors . JSVZX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (39.00). 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 : 1.26 vs. ASVRX (-1.50). ASVRX return over 5 years is better than : 66.36 vs. JSVZX (38.68).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | 1.59 | 1.49 | 107% |
| Annual Report Gross Expense Ratio | 1.59 | 1.60 | 99% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | -2.950 | -0.131 | 2,259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 1.23B | 390% |
| Annual Yield % from dividends | 0.42 | 0.66 | 64% |
| Returns for 1 year | -1.50 | 1.26 | -119% |
| Returns for 3 years | 10.71 | 7.71 | 139% |
| Returns for 5 years | 66.36 | 38.68 | 172% |
| Returns for 10 years | 9.80 | -4.00 | -245% |
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