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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$10.07
Change+$0.08 (+0.80%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value A
Price$24.67
Change+$0.18 (+0.73%)
VolumeN/A
CapitalizationN/A
ASVRX vs PSOAX Comparison Chart
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ASVRX vs. PSOAX commentary
Dec 24, 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 PSOAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.24B vs. PSOAX (1.26B). PSOAX pays higher dividends than ASVRX: PSOAX (1.25) vs ASVRX (0.47). ASVRX was incepted earlier than PSOAX: ASVRX (15 years) vs PSOAX (30 years). PSOAX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). 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 : 2.69 vs. ASVRX (0.55). ASVRX return over 5 years is better than : 30.67 vs. PSOAX (7.16).
| ASVRX | PSOAX | ASVRX / PSOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 0.055 | 2.223 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 1.26B | 417% |
| Annual Yield % from dividends | 0.47 | 1.25 | 38% |
| Returns for 1 year | 0.55 | 2.69 | 21% |
| Returns for 3 years | -1.40 | -7.22 | 19% |
| Returns for 5 years | 30.67 | 7.16 | 429% |
| Returns for 10 years | 16.82 | -1.56 | -1,080% |
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