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ASVRX vs PCVAX
ASVRX vs PCVAX Comparison
Open Charts ASVRX vs PCVAX
American Century Small Cap Value R
Price$9.41
Change+$0.09 (+0.97%)
VolumeN/A
Net Assets4.55B
Virtus NFJ Small-Cap Value A
Price$11.25
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets250.74M
ASVRX vs PCVAX Comparison Chart in %
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ASVRX vs. PCVAX commentary
Jun 25, 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: 4.55B vs. PCVAX (251M). PCVAX pays higher dividends than ASVRX: PCVAX (1.40) vs ASVRX (0.53). ASVRX was incepted earlier than PCVAX: ASVRX (15 years) vs PCVAX (28 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 : -1.98 vs. ASVRX (-6.96). ASVRX return over 5 years is better than : 59.65 vs. PCVAX (11.17).
| 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 | 28 years | - |
| Gain YTD | -8.876 | -7.937 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 251M | 1,811% |
| Annual Yield % from dividends | 0.53 | 1.40 | 38% |
| Returns for 1 year | -6.96 | -1.98 | 352% |
| Returns for 3 years | 2.70 | -12.12 | -22% |
| Returns for 5 years | 59.65 | 11.17 | 534% |
| Returns for 10 years | 0.56 | -54.18 | -1% |
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