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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$9.59
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets4.5B
Principal SmallCap Value II R3
Price$10.42
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.1B
ASVRX vs PJARX Comparison Chart in %
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ASVRX vs. PJARX commentary
Aug 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 Buy and PJARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.5B vs. PJARX (1.1B). PJARX pays higher dividends than ASVRX: PJARX (0.92) vs ASVRX (0.41). 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 : -4.75 vs. PJARX (-7.74). ASVRX return over 5 years is better than : 43.05 vs. PJARX (20.50).
| 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 | -5.023 | -2.064 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 1.1B | 410% |
| Annual Yield % from dividends | 0.41 | 0.92 | 45% |
| Returns for 1 year | -4.75 | -7.74 | 61% |
| Returns for 3 years | -3.26 | -10.49 | 31% |
| Returns for 5 years | 43.05 | 20.50 | 210% |
| Returns for 10 years | 9.61 | -16.44 | -58% |
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