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ASVRX vs STRBX
ASVRX vs STRBX Comparison
Open Charts ASVRX vs STRBX
American Century Small Cap Value R
Price$10.50
Change-$0.78 (-6.91%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.75
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
ASVRX vs STRBX Comparison Chart
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ASVRX vs. STRBX commentary
Dec 19, 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 Hold and STRBX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.58B vs. STRBX (114M). STRBX pays higher dividends than ASVRX: STRBX (1.78) vs ASVRX (0.47). ASVRX was incepted earlier than STRBX: ASVRX (15 years) vs STRBX (7 years). STRBX is a more actively managed with annual turnover of: 154.69 vs. ASVRX (44.00). ASVRX has a lower initial minimum investment than STRBX: ASVRX (2500) vs STRBX (10000000). STRBX annual gain was more profitable for investors over the last year : 8.66 vs. ASVRX (6.29). STRBX return over 5 years is better than : 38.93 vs. ASVRX (33.69).
| ASVRX | STRBX | ASVRX / STRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 4.327 | 6.209 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 114M | 4,893% |
| Annual Yield % from dividends | 0.47 | 1.78 | 27% |
| Returns for 1 year | 6.29 | 8.66 | 73% |
| Returns for 3 years | -3.43 | 9.41 | -36% |
| Returns for 5 years | 33.69 | 38.93 | 87% |
| Returns for 10 years | 23.23 | N/A | - |
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