Interact to see
Advertisement
Advertisement
ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
Principal SmallCap Value II R3
Price$9.98
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets1.06B
ASVRX vs PJARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. PJARX commentary
Jun 07, 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 PJARX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. PJARX (1.06B). PJARX pays higher dividends than ASVRX: PJARX (0.98) vs ASVRX (0.53). 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 (46.00). 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 : -8.68 vs. PJARX (-11.79). ASVRX return over 5 years is better than : 39.33 vs. PJARX (14.21).
| 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 | -9.665 | -7.598 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.06B | 427% |
| Annual Yield % from dividends | 0.53 | 0.98 | 55% |
| Returns for 1 year | -8.68 | -11.79 | 74% |
| Returns for 3 years | -6.74 | -15.55 | 43% |
| Returns for 5 years | 39.33 | 14.21 | 277% |
| Returns for 10 years | 2.42 | -22.13 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement