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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$10.08
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets4.02B
JPMorgan Small Cap Value A
Price$26.14
Change-$2.07 (-7.34%)
VolumeN/A
Net Assets1.22B
ASVRX vs PSOAX Comparison Chart in %
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ASVRX vs. PSOAX commentary
Dec 13, 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 PSOAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.02B vs. PSOAX (1.22B). PSOAX pays higher dividends than ASVRX: PSOAX (0.73) vs ASVRX (0.42). ASVRX was incepted earlier than PSOAX: ASVRX (16 years) vs PSOAX (31 years). ASVRX (1.58) is less costly to investors than PSOAX (1.28). PSOAX is a more actively managed with annual turnover of: 49.00 vs. ASVRX (39.00). PSOAX has a lower initial minimum investment than ASVRX: PSOAX (1000) vs ASVRX (2500). PSOAX annual gain was more profitable for investors over the last year : 1.37 vs. ASVRX (-11.83). ASVRX return over 5 years is better than : 23.74 vs. PSOAX (18.90).
| ASVRX | PSOAX | ASVRX / PSOAX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.28 | 123% |
| Fund Existence | 16 years | 31 years | - |
| Gain YTD | -0.363 | 14.794 | -2% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 1.22B | 330% |
| Annual Yield % from dividends | 0.42 | 0.73 | 57% |
| Returns for 1 year | -11.83 | 1.37 | -866% |
| Returns for 3 years | 9.19 | 18.62 | 49% |
| Returns for 5 years | 23.74 | 18.90 | 126% |
| Returns for 10 years | 39.01 | 30.66 | 127% |
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