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ASVRX vs JSVQX
ASVRX vs JSVQX Comparison
Open Charts ASVRX vs JSVQX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
JPMorgan Small Cap Value R4
Price$27.66
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.23B
ASVRX vs JSVQX Comparison Chart in %
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ASVRX vs. JSVQX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. JSVQX (1.23B). JSVQX pays higher dividends than ASVRX: JSVQX (0.94) vs ASVRX (0.42). ASVRX was incepted earlier than JSVQX: ASVRX (15 years) vs JSVQX (9 years). ASVRX (1.59) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). 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 : 3.20 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. JSVQX (47.45).
| ASVRX | JSVQX | ASVRX / JSVQX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.59 | 1.01 | 157% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -2.555 | 0.843 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 1.23B | 390% |
| Annual Yield % from dividends | 0.42 | 0.94 | 45% |
| Returns for 1 year | -1.10 | 3.20 | -34% |
| Returns for 3 years | 11.16 | 11.75 | 95% |
| Returns for 5 years | 67.04 | 47.45 | 141% |
| Returns for 10 years | 10.24 | N/A | - |
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