Interact to see
Advertisement
Advertisement
ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$9.08
Change-$0.05 (-0.55%)
VolumeN/A
Net Assets4.51B
JPMorgan Small Cap Value A
Price$22.51
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets1.13B
ASVRX vs PSOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. PSOAX commentary
May 26, 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: 4.51B vs. PSOAX (1.13B). PSOAX pays higher dividends than ASVRX: PSOAX (0.86) vs ASVRX (0.54). 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 : -8.43 vs. ASVRX (-10.10). ASVRX return over 5 years is better than : 63.58 vs. PSOAX (33.87).
| 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 | -10.454 | -8.903 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 1.13B | 398% |
| Annual Yield % from dividends | 0.54 | 0.86 | 64% |
| Returns for 1 year | -10.10 | -8.43 | 120% |
| Returns for 3 years | -0.34 | -5.56 | 6% |
| Returns for 5 years | 63.58 | 33.87 | 188% |
| Returns for 10 years | 2.54 | -9.97 | -25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers