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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$10.57
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets5.36B
JPMorgan Small Cap Value A
Price$25.58
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.28B
ASVRX vs PSOAX Comparison Chart
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ASVRX vs. PSOAX commentary
Jan 31, 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 StrongBuy and PSOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.36B vs. PSOAX (1.28B). 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). ASVRX annual gain was more profitable for investors over the last year : 9.91 vs. PSOAX (8.54). ASVRX return over 5 years is better than : 44.16 vs. PSOAX (18.47).
| 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 | 4.241 | 3.521 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.28B | 418% |
| Annual Yield % from dividends | 0.47 | 1.25 | 38% |
| Returns for 1 year | 9.91 | 8.54 | 116% |
| Returns for 3 years | 5.43 | -0.96 | -565% |
| Returns for 5 years | 44.16 | 18.47 | 239% |
| Returns for 10 years | 24.89 | 4.47 | 556% |