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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$9.69
Change-$0.06 (-0.62%)
VolumeN/A
Net Assets4.72B
Principal SmallCap Value II R3
Price$10.56
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets1.12B
ASVRX vs PJARX Comparison Chart in %
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ASVRX vs. PJARX commentary
Jul 20, 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 PJARX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.72B vs. PJARX (1.12B). PJARX pays higher dividends than ASVRX: PJARX (0.94) vs ASVRX (0.42). ASVRX was incepted earlier than PJARX: ASVRX (15 years) vs PJARX (21 years). ASVRX (1.59) 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 annual gain was more profitable for investors over the last year : -10.36 vs. PJARX (-12.77). ASVRX return over 5 years is better than : 62.30 vs. PJARX (33.53).
| ASVRX | PJARX | ASVRX / PJARX | |
| Total Expense Ratio | 1.59 | 1.44 | 110% |
| Annual Report Gross Expense Ratio | 1.59 | 1.46 | 109% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -3.740 | -0.281 | 1,329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 1.12B | 423% |
| Annual Yield % from dividends | 0.42 | 0.94 | 44% |
| Returns for 1 year | -10.36 | -12.77 | 81% |
| Returns for 3 years | 9.93 | 2.73 | 364% |
| Returns for 5 years | 62.30 | 33.53 | 186% |
| Returns for 10 years | 8.55 | -16.09 | -53% |
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