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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.40
Change-$0.24 (-2.49%)
VolumeN/A
Net Assets4.17B
Principal SmallCap Value II J
Price$11.23
Change-$0.20 (-1.75%)
VolumeN/A
Net Assets1.11B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Oct 17, 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: 4.17B vs. PSMJX (1.11B). PSMJX pays higher dividends than ASVRX: PSMJX (1.08) vs ASVRX (0.41). 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 : -7.79 vs. ASVRX (-11.92). ASVRX return over 5 years is better than : 43.22 vs. PSMJX (29.59).
| 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 | -4.712 | 4.384 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 1.11B | 376% |
| Annual Yield % from dividends | 0.41 | 1.08 | 38% |
| Returns for 1 year | -11.92 | -7.79 | 153% |
| Returns for 3 years | 12.34 | 8.67 | 142% |
| Returns for 5 years | 43.22 | 29.59 | 146% |
| Returns for 10 years | 12.99 | -4.19 | -310% |
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