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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$9.18
Change-$0.28 (-2.96%)
VolumeN/A
Net Assets4.71B
JPMorgan Small Cap Value R2
Price$22.12
Change-$0.65 (-2.85%)
VolumeN/A
Net Assets1.18B
ASVRX vs JSVZX Comparison Chart
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ASVRX vs. JSVZX commentary
May 23, 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 JSVZX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.71B vs. JSVZX (1.18B). JSVZX pays higher dividends than ASVRX: JSVZX (0.64) vs ASVRX (0.54). 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 (46.00). 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 : -8.15 vs. ASVRX (-8.59). ASVRX return over 5 years is better than : 70.42 vs. JSVZX (36.17).
| 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 | -6.706 | -5.870 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 1.18B | 401% |
| Annual Yield % from dividends | 0.54 | 0.64 | 85% |
| Returns for 1 year | -8.59 | -8.15 | 105% |
| Returns for 3 years | 3.27 | -2.61 | -125% |
| Returns for 5 years | 70.42 | 36.17 | 195% |
| Returns for 10 years | 5.78 | -10.60 | -55% |
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