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ASVRX vs PSOAX
ASVRX vs PSOAX Comparison
Open Charts ASVRX vs PSOAX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
JPMorgan Small Cap Value A
Price$24.82
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.23B
ASVRX vs PSOAX Comparison Chart in %
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ASVRX vs. PSOAX 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 PSOAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. PSOAX (1.23B). PSOAX pays higher dividends than ASVRX: PSOAX (0.85) vs ASVRX (0.42). ASVRX was incepted earlier than PSOAX: ASVRX (15 years) vs PSOAX (30 years). ASVRX (1.59) is less costly to investors than PSOAX (1.28). PSOAX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). 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 : 2.36 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. PSOAX (42.04).
| ASVRX | PSOAX | ASVRX / PSOAX | |
| Total Expense Ratio | 1.59 | 1.19 | 134% |
| Annual Report Gross Expense Ratio | 1.59 | 1.28 | 124% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | -2.555 | 0.710 | -360% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 1.23B | 390% |
| Annual Yield % from dividends | 0.42 | 0.85 | 49% |
| Returns for 1 year | -1.10 | 2.36 | -47% |
| Returns for 3 years | 11.16 | 9.57 | 117% |
| Returns for 5 years | 67.04 | 42.04 | 159% |
| Returns for 10 years | 10.24 | -0.36 | -2,846% |
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