Interact to see
Advertisement
Advertisement
ASVRX vs JSVUX
ASVRX vs JSVUX Comparison
Open Charts ASVRX vs JSVUX
American Century Small Cap Value R
Price$9.18
Change-$0.20 (-2.13%)
VolumeN/A
Net Assets4.53B
JPMorgan Small Cap Value R6
Price$25.71
Change-$0.48 (-1.83%)
VolumeN/A
Net Assets1.15B
ASVRX vs JSVUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. JSVUX commentary
Jun 16, 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 JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. JSVUX (1.15B). JSVUX pays higher dividends than ASVRX: JSVUX (1.16) vs ASVRX (0.53). 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 : -4.86 vs. ASVRX (-7.93). ASVRX return over 5 years is better than : 54.43 vs. JSVUX (36.90).
| 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 | -9.467 | -6.696 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.15B | 393% |
| Annual Yield % from dividends | 0.53 | 1.16 | 46% |
| Returns for 1 year | -7.93 | -4.86 | 163% |
| Returns for 3 years | 3.45 | 2.84 | 121% |
| Returns for 5 years | 54.43 | 36.90 | 148% |
| Returns for 10 years | 0.77 | -1.90 | -41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement