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ASVRX vs LSVQX
ASVRX vs LSVQX Comparison
Open Charts ASVRX vs LSVQX
American Century Small Cap Value R
Price$8.96
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets4.49B
LSV Small Cap Value Institutional
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets477.32M
ASVRX vs LSVQX Comparison Chart
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ASVRX vs. LSVQX commentary
Apr 28, 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 Buy and LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.49B vs. LSVQX (477M). LSVQX pays higher dividends than ASVRX: LSVQX (1.82) vs ASVRX (0.51). ASVRX was incepted earlier than LSVQX: ASVRX (15 years) vs LSVQX (12 years). ASVRX (1.59) is less costly to investors than LSVQX (0.85). ASVRX is a more actively managed with annual turnover of: 46.00 vs. LSVQX (25.00). 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 : -5.29 vs. ASVRX (-10.67). LSVQX return over 5 years is better than : 121.43 vs. ASVRX (72.10).
| ASVRX | LSVQX | ASVRX / LSVQX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.85 | 187% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | -11.637 | -9.639 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 477M | 941% |
| Annual Yield % from dividends | 0.51 | 1.82 | 28% |
| Returns for 1 year | -10.67 | -5.29 | 202% |
| Returns for 3 years | -4.05 | 10.70 | -38% |
| Returns for 5 years | 72.10 | 121.43 | 59% |
| Returns for 10 years | -0.47 | 44.18 | -1% |
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