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ASVRX vs LSVQX
ASVRX vs LSVQX Comparison
Open Charts ASVRX vs LSVQX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.26B
LSV Small Cap Value Institutional
Price$18.45
Change-$0.34 (-1.81%)
VolumeN/A
Net Assets523.53M
ASVRX vs LSVQX Comparison Chart
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ASVRX vs. LSVQX 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 LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.26B vs. LSVQX (524M). LSVQX pays higher dividends than ASVRX: LSVQX (1.62) vs ASVRX (0.47). ASVRX was incepted earlier than LSVQX: ASVRX (15 years) vs LSVQX (12 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. LSVQX (22.00). ASVRX has a lower initial minimum investment than LSVQX: ASVRX (2500) vs LSVQX (100000). LSVQX annual gain was more profitable for investors over the last year : 8.09 vs. ASVRX (4.28). LSVQX return over 5 years is better than : 51.22 vs. ASVRX (38.42).
| ASVRX | LSVQX | ASVRX / LSVQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.972 | 1.185 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 524M | 1,003% |
| Annual Yield % from dividends | 0.47 | 1.62 | 29% |
| Returns for 1 year | 4.28 | 8.09 | 53% |
| Returns for 3 years | 2.93 | 18.49 | 16% |
| Returns for 5 years | 38.42 | 51.22 | 75% |
| Returns for 10 years | 16.90 | 65.94 | 26% |
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