ASVRX
Price
$10.52
Change
+$0.08 (+0.77%)
Updated
Jan 17 closing price
Net Assets
5.4B
LRSPX
Price
$13.94
Change
+$0.08 (+0.58%)
Updated
Jan 17 closing price
Net Assets
403.54M
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ASVRX vs LRSPX

Header iconASVRX vs LRSPX Comparison
Open Charts ASVRX vs LRSPXBanner chart's image
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Lord Abbett Small Cap Value P
Price$13.94
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets403.54M
ASVRX vs LRSPX Comparison Chart
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VS
ASVRX vs. LRSPX commentary
Jan 19, 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 LRSPX is a Hold.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.4B vs. LRSPX (404M). ASVRX pays higher dividends than LRSPX: ASVRX (0.47) vs LRSPX (0.00). ASVRX was incepted earlier than LRSPX: ASVRX (15 years) vs LRSPX (26 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. LRSPX (34.00). LRSPX has a lower initial minimum investment than ASVRX: LRSPX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 9.73 vs. LRSPX (6.57). ASVRX return over 5 years is better than : 36.69 vs. LRSPX (-0.85).
ASVRXLRSPXASVRX / LRSPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years26 years-
Gain YTD3.7481.975190%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.4B404M1,337%
Annual Yield % from dividends0.470.00-
Returns for 1 year9.736.57148%
Returns for 3 years0.30-2.11-14%
Returns for 5 years36.69-0.85-4,299%
Returns for 10 years25.46-43.51-59%
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