Interact to see
Advertisement
Advertisement
ASVRX vs PCVAX
ASVRX vs PCVAX Comparison
Open Charts ASVRX vs PCVAX
American Century Small Cap Value R
Price$9.83
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets4.66B
Virtus NFJ Small-Cap Value A
Price$11.64
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets261.09M
ASVRX vs PCVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. PCVAX commentary
Jul 29, 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 StrongBuy and PCVAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.66B vs. PCVAX (261M). PCVAX pays higher dividends than ASVRX: PCVAX (1.36) vs ASVRX (0.42). ASVRX was incepted earlier than PCVAX: ASVRX (15 years) vs PCVAX (29 years). ASVRX (1.59) is less costly to investors than PCVAX (1.23). PCVAX is a more actively managed with annual turnover of: 60.00 vs. ASVRX (39.00). ASVRX (2500) and PCVAX (2500) have matching initial minimum investment requirements. PCVAX annual gain was more profitable for investors over the last year : -7.29 vs. ASVRX (-10.27). ASVRX return over 5 years is better than : 57.36 vs. PCVAX (8.19).
| ASVRX | PCVAX | ASVRX / PCVAX | |
| Total Expense Ratio | 1.59 | 1.17 | 136% |
| Annual Report Gross Expense Ratio | 1.59 | 1.23 | 129% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -2.851 | -2.673 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 261M | 1,785% |
| Annual Yield % from dividends | 0.42 | 1.36 | 31% |
| Returns for 1 year | -10.27 | -7.29 | 141% |
| Returns for 3 years | 2.61 | -13.13 | -20% |
| Returns for 5 years | 57.36 | 8.19 | 701% |
| Returns for 10 years | 11.49 | -49.23 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement