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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$10.19
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets4.52B
Principal SmallCap Value II R3
Price$11.31
Change+$0.20 (+1.80%)
VolumeN/A
Net Assets1.13B
ASVRX vs PJARX Comparison Chart in %
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ASVRX vs. PJARX commentary
Sep 19, 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 PJARX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.52B vs. PJARX (1.13B). PJARX pays higher dividends than ASVRX: PJARX (0.87) vs ASVRX (0.39). ASVRX was incepted earlier than PJARX: ASVRX (16 years) vs PJARX (21 years). ASVRX (1.58) is less costly to investors than PJARX (1.46). PJARX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (39.00). PJARX has a lower initial minimum investment than ASVRX: PJARX (0) vs ASVRX (2500). ASVRX (-5.64) and PJARX (-5.85) have marching annual gain over last year. ASVRX return over 5 years is better than : 57.52 vs. PJARX (33.82).
| ASVRX | PJARX | ASVRX / PJARX | |
| Total Expense Ratio | 1.58 | 1.44 | 110% |
| Annual Report Gross Expense Ratio | 1.58 | 1.46 | 108% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | -1.074 | 4.221 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 1.13B | 399% |
| Annual Yield % from dividends | 0.39 | 0.87 | 44% |
| Returns for 1 year | -5.64 | -5.85 | 96% |
| Returns for 3 years | 12.72 | 4.30 | 296% |
| Returns for 5 years | 57.52 | 33.82 | 170% |
| Returns for 10 years | 21.19 | -6.29 | -337% |
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