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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.13
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets4.56B
Principal SmallCap Value II J
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.05B
ASVRX vs PSMJX Comparison Chart
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ASVRX vs. PSMJX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.56B vs. PSMJX (1.05B). PSMJX pays higher dividends than ASVRX: PSMJX (1.26) vs ASVRX (0.54). ASVRX was incepted earlier than PSMJX: ASVRX (15 years) vs PSMJX (16 years). ASVRX (1.59) is less costly to investors than PSMJX (1.22). 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 : -10.26 vs. PSMJX (-14.48). ASVRX return over 5 years is better than : 65.38 vs. PSMJX (33.78).
| ASVRX | PSMJX | ASVRX / PSMJX | |
| Total Expense Ratio | 1.59 | 1.20 | 133% |
| Annual Report Gross Expense Ratio | 1.59 | 1.22 | 130% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | -9.467 | -8.584 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 1.05B | 436% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | -10.26 | -14.48 | 71% |
| Returns for 3 years | -0.75 | -9.54 | 8% |
| Returns for 5 years | 65.38 | 33.78 | 194% |
| Returns for 10 years | 2.65 | -21.15 | -13% |
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