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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$8.46
Change+$0.11 (+1.32%)
VolumeN/A
Net Assets4.18B
JPMorgan Small Cap Value A
Price$20.82
Change+$0.25 (+1.22%)
VolumeN/A
Net Assets1.05B
ASVRX vs PSOAX Comparison Chart
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ASVRX vs. PSOAX commentary
Apr 13, 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 PSOAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.18B vs. PSOAX (1.05B). PSOAX pays higher dividends than ASVRX: PSOAX (0.83) vs ASVRX (0.51). ASVRX was incepted earlier than PSOAX: ASVRX (15 years) vs PSOAX (30 years). ASVRX (1.59) is less costly to investors than PSOAX (1.28). PSOAX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). PSOAX has a lower initial minimum investment than ASVRX: PSOAX (1000) vs ASVRX (2500). PSOAX annual gain was more profitable for investors over the last year : -15.23 vs. ASVRX (-16.98). ASVRX return over 5 years is better than : 54.88 vs. PSOAX (26.14).
| ASVRX | PSOAX | ASVRX / PSOAX | |
| Total Expense Ratio | 1.59 | 1.19 | 134% |
| Annual Report Gross Expense Ratio | 1.59 | 1.28 | 124% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | -16.568 | -15.743 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 1.05B | 399% |
| Annual Yield % from dividends | 0.51 | 0.83 | 62% |
| Returns for 1 year | -16.98 | -15.23 | 111% |
| Returns for 3 years | -11.73 | -18.78 | 62% |
| Returns for 5 years | 54.88 | 26.14 | 210% |
| Returns for 10 years | -5.92 | -19.26 | 31% |
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