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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-$0.20 (-2.13%)
VolumeN/A
Net Assets4.63B
JPMorgan Small Cap Value R2
Price$22.49
Change-$0.43 (-1.88%)
VolumeN/A
Net Assets1.17B
ASVRX vs JSVZX Comparison Chart
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ASVRX vs. JSVZX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.63B vs. JSVZX (1.17B). JSVZX pays higher dividends than ASVRX: JSVZX (0.62) vs ASVRX (0.53). 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 : -4.48 vs. ASVRX (-5.93). ASVRX return over 5 years is better than : 57.79 vs. JSVZX (30.67).
| 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 | -7.495 | -5.250 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 1.17B | 395% |
| Annual Yield % from dividends | 0.53 | 0.62 | 86% |
| Returns for 1 year | -5.93 | -4.48 | 132% |
| Returns for 3 years | 5.70 | 1.22 | 469% |
| Returns for 5 years | 57.79 | 30.67 | 188% |
| Returns for 10 years | 2.97 | -10.88 | -27% |
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