Interact to see
Advertisement
Advertisement
ASVRX vs USBNX
ASVRX vs USBNX Comparison
Open Charts ASVRX vs USBNX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Pear Tree Polaris Small Cap Ord
Price$27.64
Change-$0.37 (-1.32%)
VolumeN/A
Net Assets95.92M
ASVRX vs USBNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. USBNX commentary
Feb 04, 2026
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 USBNX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. USBNX (95.9M). USBNX pays higher dividends than ASVRX: USBNX (0.72) vs ASVRX (0.57). ASVRX was incepted earlier than USBNX: ASVRX (16 years) vs USBNX (34 years). ASVRX (1.58) is less costly to investors than USBNX (1.42). USBNX is a more actively managed with annual turnover of: 49.00 vs. ASVRX (39.00). ASVRX (2500) and USBNX (2500) have matching initial minimum investment requirements. USBNX annual gain was more profitable for investors over the last year : 0.63 vs. ASVRX (-10.37). USBNX return over 5 years is better than : 14.13 vs. ASVRX (0.82).
| ASVRX | USBNX | ASVRX / USBNX | |
| Total Expense Ratio | 1.58 | 1.42 | 111% |
| Annual Report Gross Expense Ratio | 1.58 | 1.42 | 111% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 6.643 | 7.507 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 95.9M | 4,095% |
| Annual Yield % from dividends | 0.57 | 0.72 | 80% |
| Returns for 1 year | -10.37 | 0.63 | -1,638% |
| Returns for 3 years | -7.17 | 12.38 | -58% |
| Returns for 5 years | 0.82 | 14.13 | 6% |
| Returns for 10 years | 42.38 | 51.29 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement