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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.26B
JPMorgan Small Cap Value R2
Price$23.98
Change-$0.62 (-2.52%)
VolumeN/A
Net Assets1.26B
ASVRX vs JSVZX Comparison Chart
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ASVRX vs. JSVZX commentary
Feb 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 Hold and JSVZX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.26B vs. JSVZX (1.26B). JSVZX pays higher dividends than ASVRX: JSVZX (1.07) vs ASVRX (0.47). ASVRX was incepted earlier than JSVZX: ASVRX (15 years) vs JSVZX (16 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). JSVZX has a lower initial minimum investment than ASVRX: JSVZX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 5.83 vs. JSVZX (5.44). ASVRX return over 5 years is better than : 39.49 vs. JSVZX (10.92).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 2.761 | 2.646 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 1.26B | 419% |
| Annual Yield % from dividends | 0.47 | 1.07 | 44% |
| Returns for 1 year | 5.83 | 5.44 | 107% |
| Returns for 3 years | 2.32 | -2.74 | -85% |
| Returns for 5 years | 39.49 | 10.92 | 362% |
| Returns for 10 years | 18.20 | -2.55 | -714% |
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