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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$9.74
Change-$0.15 (-1.52%)
VolumeN/A
Net Assets4.31B
JPMorgan Small Cap Value R2
Price$25.72
Change-$0.34 (-1.30%)
VolumeN/A
Net Assets1.26B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.31B vs. JSVZX (1.26B). JSVZX pays higher dividends than ASVRX: JSVZX (0.59) vs ASVRX (0.41). ASVRX was incepted earlier than JSVZX: ASVRX (16 years) vs JSVZX (17 years). JSVZX (1.60) and ASVRX (1.58) 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 : 2.27 vs. ASVRX (-6.75). ASVRX return over 5 years is better than : 46.29 vs. JSVZX (30.85).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.60 | 99% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | -2.241 | 8.186 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 1.26B | 342% |
| Annual Yield % from dividends | 0.41 | 0.59 | 70% |
| Returns for 1 year | -6.75 | 2.27 | -297% |
| Returns for 3 years | 17.97 | 19.13 | 94% |
| Returns for 5 years | 46.29 | 30.85 | 150% |
| Returns for 10 years | 15.65 | 9.19 | 170% |
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