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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$9.16
Change+$0.20 (+2.23%)
VolumeN/A
Net Assets4.58B
JPMorgan Small Cap Value A
Price$22.63
Change+$0.51 (+2.31%)
VolumeN/A
Net Assets1.15B
ASVRX vs PSOAX Comparison Chart
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ASVRX vs. PSOAX commentary
May 04, 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 Buy and PSOAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.58B vs. PSOAX (1.15B). 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 : -7.87 vs. ASVRX (-9.04). ASVRX return over 5 years is better than : 67.39 vs. PSOAX (38.16).
| 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 | -9.665 | -8.418 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 1.15B | 399% |
| Annual Yield % from dividends | 0.54 | 0.86 | 64% |
| Returns for 1 year | -9.04 | -7.87 | 115% |
| Returns for 3 years | -4.23 | -9.40 | 45% |
| Returns for 5 years | 67.39 | 38.16 | 177% |
| Returns for 10 years | 5.07 | -9.22 | -55% |
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