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ASVRX vs PCVAX
ASVRX vs PCVAX Comparison
Open Charts ASVRX vs PCVAX
American Century Small Cap Value R
Price$9.13
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets4.56B
Virtus NFJ Small-Cap Value A
Price$10.80
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets252.13M
ASVRX vs PCVAX Comparison Chart
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ASVRX vs. PCVAX commentary
May 23, 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 PCVAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.56B vs. PCVAX (252M). PCVAX pays higher dividends than ASVRX: PCVAX (1.45) vs ASVRX (0.54). 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 (46.00). ASVRX (2500) and PCVAX (2500) have matching initial minimum investment requirements. PCVAX annual gain was more profitable for investors over the last year : -7.02 vs. ASVRX (-8.59). ASVRX return over 5 years is better than : 70.42 vs. PCVAX (10.82).
| 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 | -6.706 | -9.607 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 252M | 1,810% |
| Annual Yield % from dividends | 0.54 | 1.45 | 38% |
| Returns for 1 year | -8.59 | -7.02 | 122% |
| Returns for 3 years | 3.27 | -14.56 | -22% |
| Returns for 5 years | 70.42 | 10.82 | 651% |
| Returns for 10 years | 5.78 | -55.18 | -10% |
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