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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Principal SmallCap Value II J
Price$11.34
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.18B
ASVRX vs PSMJX Comparison Chart
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ASVRX vs. PSMJX commentary
Jan 19, 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: 5.4B vs. PSMJX (1.18B). 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). ASVRX annual gain was more profitable for investors over the last year : 9.73 vs. PSMJX (2.98). ASVRX return over 5 years is better than : 36.69 vs. PSMJX (8.26).
| 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 | 3.748 | 3.105 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.18B | 459% |
| Annual Yield % from dividends | 0.47 | 0.77 | 61% |
| Returns for 1 year | 9.73 | 2.98 | 327% |
| Returns for 3 years | 0.30 | -6.63 | -4% |
| Returns for 5 years | 36.69 | 8.26 | 444% |
| Returns for 10 years | 25.46 | -3.04 | -838% |
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