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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$9.27
Change-$0.14 (-1.49%)
VolumeN/A
Net Assets4.74B
JPMorgan Small Cap Value A
Price$22.48
Change-$0.33 (-1.45%)
VolumeN/A
Net Assets1.14B
ASVRX vs PSOAX Comparison Chart
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ASVRX vs. PSOAX commentary
Mar 14, 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: 4.74B vs. PSOAX (1.14B). PSOAX pays higher dividends than ASVRX: PSOAX (0.78) 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). ASVRX annual gain was more profitable for investors over the last year : -6.49 vs. PSOAX (-6.82). ASVRX return over 5 years is better than : 72.64 vs. PSOAX (41.34).
| 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 | -7.002 | -7.689 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 1.14B | 415% |
| Annual Yield % from dividends | 0.54 | 0.78 | 69% |
| Returns for 1 year | -6.49 | -6.82 | 95% |
| Returns for 3 years | -4.54 | -11.89 | 38% |
| Returns for 5 years | 72.64 | 41.34 | 176% |
| Returns for 10 years | 7.09 | -9.90 | -72% |
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