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ASVRX vs PSOPX
ASVRX vs PSOPX Comparison
Open Charts ASVRX vs PSOPX
American Century Small Cap Value R
Price$9.21
Change+$0.16 (+1.77%)
VolumeN/A
Net Assets4.48B
JPMorgan Small Cap Value I
Price$25.26
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets1.14B
ASVRX vs PSOPX Comparison Chart
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ASVRX vs. PSOPX commentary
Jun 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 Hold and PSOPX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.48B vs. PSOPX (1.14B). PSOPX pays higher dividends than ASVRX: PSOPX (0.96) vs ASVRX (0.53). ASVRX was incepted earlier than PSOPX: ASVRX (15 years) vs PSOPX (30 years). ASVRX (1.59) is less costly to investors than PSOPX (1.01). PSOPX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). ASVRX has a lower initial minimum investment than PSOPX: ASVRX (2500) vs PSOPX (1000000). PSOPX annual gain was more profitable for investors over the last year : -7.84 vs. ASVRX (-11.10). ASVRX return over 5 years is better than : 44.13 vs. PSOPX (28.31).
| ASVRX | PSOPX | ASVRX / PSOPX | |
| Total Expense Ratio | 1.59 | 0.94 | 169% |
| Annual Report Gross Expense Ratio | 1.59 | 1.01 | 157% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | -10.750 | -7.793 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 1.14B | 394% |
| Annual Yield % from dividends | 0.53 | 0.96 | 56% |
| Returns for 1 year | -11.10 | -7.84 | 142% |
| Returns for 3 years | -6.35 | -7.77 | 82% |
| Returns for 5 years | 44.13 | 28.31 | 156% |
| Returns for 10 years | 0.64 | -3.93 | -16% |
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