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ASVRX vs USBNX
ASVRX vs USBNX Comparison
Open Charts ASVRX vs USBNX
American Century Small Cap Value R
Price$8.70
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets3.85B
Pear Tree Polaris Small Cap Ord
Price$26.15
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets91.44M
ASVRX vs USBNX Comparison Chart in %
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ASVRX vs. USBNX commentary
Dec 27, 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 USBNX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.85B vs. USBNX (91.4M). ASVRX pays higher dividends than USBNX: ASVRX (0.42) vs USBNX (0.35). ASVRX was incepted earlier than USBNX: ASVRX (16 years) vs USBNX (33 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 : -4.63 vs. ASVRX (-14.84). USBNX return over 5 years is better than : 15.87 vs. ASVRX (4.78).
| 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 | 33 years | - |
| Gain YTD | -14.004 | -3.256 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 91.4M | 4,208% |
| Annual Yield % from dividends | 0.42 | 0.35 | 120% |
| Returns for 1 year | -14.84 | -4.63 | 320% |
| Returns for 3 years | 0.47 | 15.23 | 3% |
| Returns for 5 years | 4.78 | 15.87 | 30% |
| Returns for 10 years | 16.52 | 22.75 | 73% |
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