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ASVRX vs JSVRX
ASVRX vs JSVRX Comparison
Open Charts ASVRX vs JSVRX
American Century Small Cap Value R
Price$9.18
Change-$0.20 (-2.13%)
VolumeN/A
Net Assets4.63B
JPMorgan Small Cap Value R5
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
ASVRX vs JSVRX Comparison Chart
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ASVRX vs. JSVRX commentary
Jun 14, 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 Hold and JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.63B vs. JSVRX (1.17B). JSVRX pays higher dividends than ASVRX: JSVRX (1.05) vs ASVRX (0.53). ASVRX was incepted earlier than JSVRX: ASVRX (15 years) vs JSVRX (19 years). ASVRX (1.59) is less costly to investors than JSVRX (0.86). JSVRX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). JSVRX has a lower initial minimum investment than ASVRX: JSVRX (0) vs ASVRX (2500). JSVRX annual gain was more profitable for investors over the last year : -4.94 vs. ASVRX (-7.93). ASVRX return over 5 years is better than : 54.43 vs. JSVRX (36.28).
| ASVRX | JSVRX | ASVRX / JSVRX | |
| Total Expense Ratio | 1.59 | 0.84 | 189% |
| Annual Report Gross Expense Ratio | 1.59 | 0.86 | 185% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -9.467 | -6.734 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 1.17B | 395% |
| Annual Yield % from dividends | 0.53 | 1.05 | 51% |
| Returns for 1 year | -7.93 | -4.94 | 160% |
| Returns for 3 years | 3.45 | 2.61 | 132% |
| Returns for 5 years | 54.43 | 36.28 | 150% |
| Returns for 10 years | 0.77 | -2.73 | -28% |
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