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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
Principal SmallCap Value II J
Price$9.61
Change-$0.74 (-7.15%)
VolumeN/A
Net Assets1.07B
ASVRX vs PSMJX Comparison Chart
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ASVRX vs. PSMJX commentary
Apr 05, 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: 4.82B vs. PSMJX (1.07B). PSMJX pays higher dividends than ASVRX: PSMJX (1.19) vs ASVRX (0.51). ASVRX was incepted earlier than PSMJX: ASVRX (15 years) vs PSMJX (16 years). ASVRX (1.59) is less costly to investors than PSMJX (1.36). PSMJX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (46.00). PSMJX has a lower initial minimum investment than ASVRX: PSMJX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -7.22 vs. PSMJX (-11.65). ASVRX return over 5 years is better than : 107.97 vs. PSMJX (69.77).
| ASVRX | PSMJX | ASVRX / PSMJX | |
| Total Expense Ratio | 1.59 | 1.34 | 119% |
| Annual Report Gross Expense Ratio | 1.59 | 1.36 | 117% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | -5.128 | -5.479 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 1.07B | 451% |
| Annual Yield % from dividends | 0.51 | 1.19 | 43% |
| Returns for 1 year | -7.22 | -11.65 | 62% |
| Returns for 3 years | -3.79 | -13.21 | 29% |
| Returns for 5 years | 107.97 | 69.77 | 155% |
| Returns for 10 years | 7.10 | -18.65 | -38% |
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