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ASVRX vs PSOPX
ASVRX vs PSOPX Comparison
Open Charts ASVRX vs PSOPX
American Century Small Cap Value R
Price$11.55
Change+$0.20 (+1.76%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value I
Price$31.47
Change+$0.54 (+1.75%)
VolumeN/A
CapitalizationN/A
ASVRX vs PSOPX Comparison Chart
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ASVRX vs. PSOPX commentary
Nov 23, 2024
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 PSOPX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.83B vs. PSOPX (1.38B). 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 : 31.38 vs. ASVRX (29.16). ASVRX return over 5 years is better than : 54.95 vs. PSOPX (25.98).
| 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 | 14.548 | 17.883 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 1.38B | 422% |
| Annual Yield % from dividends | 0.47 | 1.31 | 36% |
| Returns for 1 year | 29.16 | 31.38 | 93% |
| Returns for 3 years | -0.12 | -11.34 | 1% |
| Returns for 5 years | 54.95 | 25.98 | 211% |
| Returns for 10 years | 20.40 | 17.06 | 120% |