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ASVRX vs PMJIX
ASVRX vs PMJIX Comparison
Open Charts ASVRX vs PMJIX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
PIMCO RAE US Small Instl
Price$11.47
Change-$0.43 (-3.61%)
VolumeN/A
CapitalizationN/A
ASVRX vs PMJIX Comparison Chart
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ASVRX vs. PMJIX commentary
Dec 19, 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 PMJIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. PMJIX (1.8B). PMJIX pays higher dividends than ASVRX: PMJIX (1.36) vs ASVRX (0.47). ASVRX was incepted earlier than PMJIX: ASVRX (15 years) vs PMJIX (10 years). PMJIX is a more actively managed with annual turnover of: 92.00 vs. ASVRX (44.00). ASVRX has a lower initial minimum investment than PMJIX: ASVRX (2500) vs PMJIX (1000000). PMJIX annual gain was more profitable for investors over the last year : 19.04 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. PMJIX (7.77).
| ASVRX | PMJIX | ASVRX / PMJIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 4.327 | 19.107 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.8B | 288% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | 6.29 | 19.04 | 33% |
| Returns for 3 years | -3.43 | 32.26 | -11% |
| Returns for 5 years | 33.69 | 7.77 | 434% |
| Returns for 10 years | 23.23 | N/A | - |
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