ASVRX
Price
$9.70
Change
+$0.08 (+0.83%)
Updated
Mar 5 closing price
Net Assets
4.86B
SSVIX
Price
$20.83
Change
+$0.22 (+1.07%)
Updated
Mar 5 closing price
Net Assets
379M
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ASVRX vs SSVIX

Header iconASVRX vs SSVIX Comparison
Open Charts ASVRX vs SSVIXBanner chart's image
American Century Small Cap Value R
Price$9.70
Change+$0.08 (+0.83%)
VolumeN/A
Net Assets4.86B
Columbia Select Small Cap Value Inst2
Price$20.83
Change+$0.22 (+1.07%)
VolumeN/A
Net Assets379M
ASVRX vs SSVIX Comparison Chart
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VS
ASVRX vs. SSVIX commentary
Mar 06, 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 SSVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.86B vs. SSVIX (379M). SSVIX pays higher dividends than ASVRX: SSVIX (0.80) vs ASVRX (0.47). ASVRX was incepted earlier than SSVIX: ASVRX (15 years) vs SSVIX (23 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. SSVIX (11.00). SSVIX has a lower initial minimum investment than ASVRX: SSVIX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -3.94 vs. SSVIX (-8.45). ASVRX return over 5 years is better than : 50.84 vs. SSVIX (24.84).
ASVRXSSVIXASVRX / SSVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years23 years-
Gain YTD-5.128-6.08784%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.86B379M1,282%
Annual Yield % from dividends0.470.8059%
Returns for 1 year-3.94-8.4547%
Returns for 3 years-3.39-12.9726%
Returns for 5 years50.8424.84205%
Returns for 10 years10.72-5.86-183%
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