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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$8.52
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets4.28B
Principal SmallCap Value II R3
Price$9.01
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets968.81M
ASVRX vs PJARX Comparison Chart
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ASVRX vs. PJARX commentary
Apr 18, 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: 4.28B vs. PJARX (969M). PJARX pays higher dividends than ASVRX: PJARX (0.97) vs ASVRX (0.51). ASVRX was incepted earlier than PJARX: ASVRX (15 years) vs PJARX (21 years). ASVRX (1.59) and PJARX (1.53) have similar cost to investors . 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 : -13.56 vs. PJARX (-17.01). ASVRX return over 5 years is better than : 63.30 vs. PJARX (30.97).
| ASVRX | PJARX | ASVRX / PJARX | |
| Total Expense Ratio | 1.59 | 1.51 | 105% |
| Annual Report Gross Expense Ratio | 1.59 | 1.53 | 104% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -15.680 | -14.916 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 969M | 442% |
| Annual Yield % from dividends | 0.51 | 0.97 | 53% |
| Returns for 1 year | -13.56 | -17.01 | 80% |
| Returns for 3 years | -11.70 | -20.77 | 56% |
| Returns for 5 years | 63.30 | 30.97 | 204% |
| Returns for 10 years | -3.87 | -27.97 | 14% |
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