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ASVRX vs LRSRX
ASVRX vs LRSRX Comparison
Open Charts ASVRX vs LRSRX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R3
Price$13.75
Change-$0.56 (-3.91%)
VolumeN/A
CapitalizationN/A
ASVRX vs LRSRX Comparison Chart
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ASVRX vs. LRSRX commentary
Dec 19, 2024
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 LRSRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. LRSRX (429M). ASVRX pays higher dividends than LRSRX: ASVRX (0.47) vs LRSRX (0.00). ASVRX was incepted earlier than LRSRX: ASVRX (15 years) vs LRSRX (17 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. LRSRX (34.00). LRSRX has a lower initial minimum investment than ASVRX: LRSRX (0) vs ASVRX (2500). LRSRX (6.55) and ASVRX (6.29) have marching annual gain over last year. ASVRX return over 5 years is better than : 33.69 vs. LRSRX (1.85).
| ASVRX | LRSRX | ASVRX / LRSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 4.327 | 4.758 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 429M | 1,210% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 6.29 | 6.55 | 96% |
| Returns for 3 years | -3.43 | 3.92 | -87% |
| Returns for 5 years | 33.69 | 1.85 | 1,821% |
| Returns for 10 years | 23.23 | -43.89 | -53% |
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