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ASVRX vs VSORX
ASVRX vs VSORX Comparison
Open Charts ASVRX vs VSORX
American Century Small Cap Value R
Price$9.18
Change+$0.10 (+1.10%)
VolumeN/A
Net Assets4.54B
Victory Sycamore Small Company Opp R6
Price$42.41
Change+$0.72 (+1.73%)
VolumeN/A
Net Assets5.44B
ASVRX vs VSORX Comparison Chart
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VS
VS
ASVRX vs. VSORX 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 VSORX is a Buy.
FUNDAMENTALS
Fundamentals
VSORX has more cash in the bank: 5.44B vs. ASVRX (4.54B). VSORX pays higher dividends than ASVRX: VSORX (0.96) vs ASVRX (0.54). ASVRX was incepted earlier than VSORX: ASVRX (15 years) vs VSORX (9 years). ASVRX (1.59) is less costly to investors than VSORX (0.85). ASVRX is a more actively managed with annual turnover of: 46.00 vs. VSORX (37.00). VSORX has a lower initial minimum investment than ASVRX: VSORX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -11.07 vs. VSORX (-13.31). ASVRX return over 5 years is better than : 63.58 vs. VSORX (22.53).
| ASVRX | VSORX | ASVRX / VSORX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.85 | 187% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -10.454 | -11.430 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 5.44B | 84% |
| Annual Yield % from dividends | 0.54 | 0.96 | 57% |
| Returns for 1 year | -11.07 | -13.31 | 83% |
| Returns for 3 years | -1.83 | -9.32 | 20% |
| Returns for 5 years | 63.58 | 22.53 | 282% |
| Returns for 10 years | 3.00 | N/A | - |
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| PAARX | 15.55 | N/A | N/A |
| Putnam Dynamic Asset Allocation Bal R | |||
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| Eaton Vance Tax-Managed Eq Aset Allc I | |||
| HBLFX | 14.29 | N/A | N/A |
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| JIIGX | 73.30 | N/A | N/A |
| JPMorgan US Sustainable Leaders R6 | |||