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ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
JPMorgan Small Cap Value R6
Price$27.73
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
ASVRX vs JSVUX Comparison Chart in %
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ASVRX vs. JSVUX commentary
Jul 06, 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 JSVUX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. JSVUX (1.23B). JSVUX pays higher dividends than ASVRX: JSVUX (1.16) vs ASVRX (0.42). ASVRX was incepted earlier than JSVUX: ASVRX (15 years) vs JSVUX (20 years). ASVRX (1.59) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). ASVRX has a lower initial minimum investment than JSVUX: ASVRX (2500) vs JSVUX (15000000). JSVUX annual gain was more profitable for investors over the last year : 3.50 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. JSVUX (49.14).
| ASVRX | JSVUX | ASVRX / JSVUX | |
| Total Expense Ratio | 1.59 | 0.74 | 215% |
| Annual Report Gross Expense Ratio | 1.59 | 0.76 | 209% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | -2.555 | 0.972 | -263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 1.23B | 390% |
| Annual Yield % from dividends | 0.42 | 1.16 | 36% |
| Returns for 1 year | -1.10 | 3.50 | -31% |
| Returns for 3 years | 11.16 | 12.51 | 89% |
| Returns for 5 years | 67.04 | 49.14 | 136% |
| Returns for 10 years | 10.24 | 8.64 | 119% |
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