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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.83B
Principal SmallCap Value II J
Price$11.13
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets1.07B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Nov 20, 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 PSMJX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.83B vs. PSMJX (1.07B). PSMJX pays higher dividends than ASVRX: PSMJX (1.08) vs ASVRX (0.43). ASVRX was incepted earlier than PSMJX: ASVRX (16 years) vs PSMJX (17 years). ASVRX (1.58) is less costly to investors than PSMJX (1.22). PSMJX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (39.00). PSMJX has a lower initial minimum investment than ASVRX: PSMJX (1000) vs ASVRX (2500). PSMJX annual gain was more profitable for investors over the last year : -11.60 vs. ASVRX (-17.58). ASVRX return over 5 years is better than : 19.82 vs. PSMJX (14.13).
| ASVRX | PSMJX | ASVRX / PSMJX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.22 | 130% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | -9.457 | 1.826 | -518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 1.07B | 358% |
| Annual Yield % from dividends | 0.43 | 1.08 | 40% |
| Returns for 1 year | -17.58 | -11.60 | 152% |
| Returns for 3 years | -1.62 | -2.42 | 67% |
| Returns for 5 years | 19.82 | 14.13 | 140% |
| Returns for 10 years | 5.79 | -7.21 | -80% |
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