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ASVRX vs PSOPX
ASVRX vs PSOPX Comparison
Open Charts ASVRX vs PSOPX
American Century Small Cap Value R
Price$8.35
Change-$0.48 (-5.44%)
VolumeN/A
Net Assets4.42B
JPMorgan Small Cap Value I
Price$23.92
Change+$1.68 (+7.55%)
VolumeN/A
Net Assets1.08B
ASVRX vs PSOPX Comparison Chart
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ASVRX vs. PSOPX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.42B vs. PSOPX (1.08B). PSOPX pays higher dividends than ASVRX: PSOPX (0.95) vs ASVRX (0.51). 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 : -19.60 vs. ASVRX (-22.98). ASVRX return over 5 years is better than : 47.74 vs. PSOPX (25.94).
| 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 | -20.414 | -18.977 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 1.08B | 408% |
| Annual Yield % from dividends | 0.51 | 0.95 | 54% |
| Returns for 1 year | -22.98 | -19.60 | 117% |
| Returns for 3 years | -15.80 | -20.40 | 77% |
| Returns for 5 years | 47.74 | 25.94 | 184% |
| Returns for 10 years | -10.06 | -17.11 | 59% |
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