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ASVRX vs PSOPX
ASVRX vs PSOPX Comparison
Open Charts ASVRX vs PSOPX
American Century Small Cap Value R
Price$10.51
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets5.45B
JPMorgan Small Cap Value I
Price$28.38
Change-$0.24 (-0.84%)
VolumeN/A
Net Assets1.31B
ASVRX vs PSOPX Comparison Chart
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ASVRX vs. PSOPX commentary
Jan 23, 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: 5.45B vs. PSOPX (1.31B). PSOPX pays higher dividends than ASVRX: PSOPX (1.31) vs ASVRX (0.47). ASVRX was incepted earlier than PSOPX: ASVRX (15 years) vs PSOPX (30 years). PSOPX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). 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 : 8.56 vs. ASVRX (7.29). ASVRX return over 5 years is better than : 39.05 vs. PSOPX (18.18).
| ASVRX | PSOPX | ASVRX / PSOPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 3.649 | 3.350 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.45B | 1.31B | 417% |
| Annual Yield % from dividends | 0.47 | 1.31 | 36% |
| Returns for 1 year | 7.29 | 8.56 | 85% |
| Returns for 3 years | 6.08 | 2.36 | 258% |
| Returns for 5 years | 39.05 | 18.18 | 215% |
| Returns for 10 years | 23.47 | 10.26 | 229% |
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