Ad is loading...
ASVRX vs PCVCX
ASVRX vs PCVCX Comparison
Open Charts ASVRX vs PCVCX
American Century Small Cap Value R
Price$8.46
Change+$0.11 (+1.32%)
VolumeN/A
Net Assets4.18B
Virtus NFJ Small-Cap Value C
Price$8.12
Change+$0.10 (+1.25%)
VolumeN/A
Net Assets232.22M
ASVRX vs PCVCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. PCVCX commentary
Apr 12, 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 PCVCX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.18B vs. PCVCX (232M). PCVCX pays higher dividends than ASVRX: PCVCX (0.67) vs ASVRX (0.51). ASVRX was incepted earlier than PCVCX: ASVRX (15 years) vs PCVCX (28 years). PCVCX (1.97) is less costly to investors than ASVRX (1.59). PCVCX is a more actively managed with annual turnover of: 60.00 vs. ASVRX (46.00). ASVRX (2500) and PCVCX (2500) have matching initial minimum investment requirements. PCVCX annual gain was more profitable for investors over the last year : -14.54 vs. ASVRX (-18.06). ASVRX return over 5 years is better than : 52.87 vs. PCVCX (-10.01).
| ASVRX | PCVCX | ASVRX / PCVCX | |
| Total Expense Ratio | 1.59 | 1.92 | 83% |
| Annual Report Gross Expense Ratio | 1.59 | 1.97 | 81% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -17.653 | -18.163 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 232M | 1,803% |
| Annual Yield % from dividends | 0.51 | 0.67 | 77% |
| Returns for 1 year | -18.06 | -14.54 | 124% |
| Returns for 3 years | -12.88 | -31.88 | 40% |
| Returns for 5 years | 52.87 | -10.01 | -528% |
| Returns for 10 years | -7.14 | -65.46 | 11% |