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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$10.27
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets4.69B
JPMorgan Small Cap Value R2
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.24B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Aug 29, 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: 4.69B vs. JSVZX (1.24B). JSVZX pays higher dividends than ASVRX: JSVZX (0.65) 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 : -1.31 vs. ASVRX (-3.35). ASVRX return over 5 years is better than : 55.27 vs. JSVZX (31.16).
| 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 | 1.888 | 5.296 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 1.24B | 377% |
| Annual Yield % from dividends | 0.41 | 0.65 | 64% |
| Returns for 1 year | -3.35 | -1.31 | 256% |
| Returns for 3 years | 10.34 | 5.23 | 198% |
| Returns for 5 years | 55.27 | 31.16 | 177% |
| Returns for 10 years | 23.36 | 9.33 | 250% |
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