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ASVRX vs JSVQX
ASVRX vs JSVQX Comparison
Open Charts ASVRX vs JSVQX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
JPMorgan Small Cap Value R4
Price$29.11
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.26B
ASVRX vs JSVQX Comparison Chart in %
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ASVRX vs. JSVQX commentary
Sep 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 JSVQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. JSVQX (1.26B). JSVQX pays higher dividends than ASVRX: JSVQX (0.87) vs ASVRX (0.39). ASVRX was incepted earlier than JSVQX: ASVRX (16 years) vs JSVQX (9 years). ASVRX (1.58) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (39.00). JSVQX has a lower initial minimum investment than ASVRX: JSVQX (0) vs ASVRX (2500). JSVQX annual gain was more profitable for investors over the last year : 3.41 vs. ASVRX (-1.24). ASVRX return over 5 years is better than : 55.68 vs. JSVQX (41.48).
| ASVRX | JSVQX | ASVRX / JSVQX | |
| Total Expense Ratio | 1.58 | 0.99 | 160% |
| Annual Report Gross Expense Ratio | 1.58 | 1.01 | 156% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 1.098 | 6.458 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.26B | 370% |
| Annual Yield % from dividends | 0.39 | 0.87 | 45% |
| Returns for 1 year | -1.24 | 3.41 | -36% |
| Returns for 3 years | 15.33 | 14.63 | 105% |
| Returns for 5 years | 55.68 | 41.48 | 134% |
| Returns for 10 years | 23.12 | N/A | - |
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