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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$8.83
Change+$0.76 (+9.42%)
VolumeN/A
Net Assets4.04B
JPMorgan Small Cap Value R2
Price$21.04
Change+$1.47 (+7.51%)
VolumeN/A
Net Assets1.01B
ASVRX vs JSVZX Comparison Chart
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ASVRX vs. JSVZX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.04B vs. JSVZX (1.01B). JSVZX pays higher dividends than ASVRX: JSVZX (0.62) vs ASVRX (0.51). ASVRX was incepted earlier than JSVZX: ASVRX (15 years) vs JSVZX (16 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 : -20.61 vs. ASVRX (-22.98). ASVRX return over 5 years is better than : 47.74 vs. JSVZX (19.19).
| 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 | 16 years | - |
| Gain YTD | -20.414 | -19.099 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.01B | 402% |
| Annual Yield % from dividends | 0.51 | 0.62 | 83% |
| Returns for 1 year | -22.98 | -20.61 | 111% |
| Returns for 3 years | -15.80 | -22.72 | 70% |
| Returns for 5 years | 47.74 | 19.19 | 249% |
| Returns for 10 years | -10.06 | -24.72 | 41% |
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