ASVRX
Price
$8.84
Change
-$0.78 (-8.11%)
Updated
Apr 3 closing price
Net Assets
4.82B
LSVQX
Price
$16.70
Change
-$1.25 (-6.96%)
Updated
Apr 3 closing price
Net Assets
504.65M
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ASVRX vs LSVQX

Header iconASVRX vs LSVQX Comparison
Open Charts ASVRX vs LSVQXBanner chart's image
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
LSV Small Cap Value Institutional
Price$16.70
Change-$1.25 (-6.96%)
VolumeN/A
Net Assets504.65M
ASVRX vs LSVQX Comparison Chart
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ASVRX vs. LSVQX commentary
Apr 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. LSVQX (505M). 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 : -0.83 vs. ASVRX (-7.22). LSVQX return over 5 years is better than : 174.75 vs. ASVRX (107.97).
ASVRXLSVQXASVRX / LSVQX
Total Expense Ratio1.590.85187%
Annual Report Gross Expense Ratio1.590.85187%
Fund Existence15 years12 years-
Gain YTD-5.128-3.339154%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets4.82B505M955%
Annual Yield % from dividends0.511.8228%
Returns for 1 year-7.22-0.83866%
Returns for 3 years-3.7911.52-33%
Returns for 5 years107.97174.7562%
Returns for 10 years7.1053.5613%
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