Ad is loading...
ASVRX vs SSVIX
ASVRX vs SSVIX Comparison
Open Charts ASVRX vs SSVIX
American Century Small Cap Value R
Price$9.18
Change+$0.10 (+1.10%)
VolumeN/A
Net Assets4.54B
Columbia Select Small Cap Value Inst2
Price$20.29
Change+$0.34 (+1.70%)
VolumeN/A
Net Assets356.84M
ASVRX vs SSVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. SSVIX commentary
May 09, 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 Buy and SSVIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. SSVIX (357M). SSVIX pays higher dividends than ASVRX: SSVIX (0.77) vs ASVRX (0.54). ASVRX was incepted earlier than SSVIX: ASVRX (15 years) vs SSVIX (23 years). ASVRX (1.59) is less costly to investors than SSVIX (0.99). ASVRX is a more actively managed with annual turnover of: 46.00 vs. SSVIX (7.00). 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 : -11.07 vs. SSVIX (-15.53). ASVRX return over 5 years is better than : 63.58 vs. SSVIX (35.08).
| ASVRX | SSVIX | ASVRX / SSVIX | |
| Total Expense Ratio | 1.59 | 0.91 | 175% |
| Annual Report Gross Expense Ratio | 1.59 | 0.99 | 161% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -10.454 | -10.054 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 357M | 1,272% |
| Annual Yield % from dividends | 0.54 | 0.77 | 71% |
| Returns for 1 year | -11.07 | -15.53 | 71% |
| Returns for 3 years | -1.83 | -7.03 | 26% |
| Returns for 5 years | 63.58 | 35.08 | 181% |
| Returns for 10 years | 3.00 | -12.19 | -25% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LUSOX | 10.36 | 0.16 | +1.57% |
| Lazard US Systematic Small Cap Eq Open | |||
| PAARX | 15.55 | N/A | N/A |
| Putnam Dynamic Asset Allocation Bal R | |||
| EIEAX | 34.56 | N/A | N/A |
| Eaton Vance Tax-Managed Eq Aset Allc I | |||
| HBLFX | 14.29 | N/A | N/A |
| Hartford Balanced Income F | |||
| JIIGX | 73.30 | N/A | N/A |
| JPMorgan US Sustainable Leaders R6 | |||