ASVRX
Price
$10.18
Change
+$0.09 (+0.89%)
Updated
Dec 24 closing price
PJARX
Price
$10.73
Change
+$0.09 (+0.85%)
Updated
Dec 24 closing price
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ASVRX vs PJARX

Header iconASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARXBanner chart's image
American Century Small Cap Value R
Price$10.18
Change+$0.09 (+0.89%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R3
Price$10.73
Change+$0.09 (+0.85%)
VolumeN/A
CapitalizationN/A
ASVRX vs PJARX Comparison Chart
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ASVRX vs. PJARX commentary
Dec 25, 2024

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.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.25B vs. PJARX (1.14B). PJARX pays higher dividends than ASVRX: PJARX (0.66) vs ASVRX (0.47). ASVRX was incepted earlier than PJARX: ASVRX (15 years) vs PJARX (21 years). PJARX is a more actively managed with annual turnover of: 65.20 vs. ASVRX (44.00). 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 : 0.15 vs. PJARX (-5.89). ASVRX return over 5 years is better than : 31.61 vs. PJARX (3.84).
ASVRXPJARXASVRX / PJARX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years21 years-
Gain YTD0.254-5.638-4%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.25B1.14B461%
Annual Yield % from dividends0.470.6672%
Returns for 1 year0.15-5.89-3%
Returns for 3 years-2.80-9.9128%
Returns for 5 years31.613.84822%
Returns for 10 years16.26-13.16-124%
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