ASVRX
Price
$10.07
Change
+$0.08 (+0.80%)
Updated
Dec 20 closing price
LVAQX
Price
$19.32
Change
+$0.12 (+0.62%)
Updated
Dec 20 closing price
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ASVRX vs LVAQX

Header iconASVRX vs LVAQX Comparison
Open Charts ASVRX vs LVAQXBanner chart's image
American Century Small Cap Value R
Price$10.07
Change+$0.08 (+0.80%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$19.32
Change+$0.12 (+0.62%)
VolumeN/A
CapitalizationN/A
ASVRX vs LVAQX Comparison Chart
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ASVRX vs. LVAQX commentary
Dec 23, 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 LVAQX is a StrongBuy.

FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.24B vs. LVAQX (515M). LVAQX pays higher dividends than ASVRX: LVAQX (1.35) vs ASVRX (0.47). ASVRX was incepted earlier than LVAQX: ASVRX (15 years) vs LVAQX (11 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. LVAQX (22.00). LVAQX has a lower initial minimum investment than ASVRX: LVAQX (1000) vs ASVRX (2500). LVAQX annual gain was more profitable for investors over the last year : 3.90 vs. ASVRX (0.55). LVAQX return over 5 years is better than : 44.38 vs. ASVRX (30.67).
ASVRXLVAQXASVRX / LVAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years11 years-
Gain YTD0.0556.7401%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.24B515M1,017%
Annual Yield % from dividends0.471.3535%
Returns for 1 year0.553.9014%
Returns for 3 years-1.4018.99-7%
Returns for 5 years30.6744.3869%
Returns for 10 years16.8265.9626%
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