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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II J
Price$12.17
Change-$0.52 (-4.10%)
VolumeN/A
CapitalizationN/A
ASVRX vs PSMJX Comparison Chart
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ASVRX vs. PSMJX 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 PSMJX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. PSMJX (1.19B). PSMJX pays higher dividends than ASVRX: PSMJX (0.77) vs ASVRX (0.47). ASVRX was incepted earlier than PSMJX: ASVRX (15 years) vs PSMJX (16 years). PSMJX is a more actively managed with annual turnover of: 65.20 vs. ASVRX (44.00). 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 : 8.80 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. PSMJX (21.18).
| ASVRX | PSMJX | ASVRX / PSMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 4.327 | 8.834 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.19B | 436% |
| Annual Yield % from dividends | 0.47 | 0.77 | 61% |
| Returns for 1 year | 6.29 | 8.80 | 71% |
| Returns for 3 years | -3.43 | -7.22 | 48% |
| Returns for 5 years | 33.69 | 21.18 | 159% |
| Returns for 10 years | 23.23 | 4.64 | 501% |
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