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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.90
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets4.58B
Principal SmallCap Value II J
Price$11.04
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.11B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Aug 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 Buy and PSMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.58B vs. PSMJX (1.11B). PSMJX pays higher dividends than ASVRX: PSMJX (1.14) vs ASVRX (0.41). 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 (39.00). 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 : -4.70 vs. PSMJX (-5.77). ASVRX return over 5 years is better than : 48.52 vs. PSMJX (28.25).
| 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 | -2.259 | 1.826 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 1.11B | 414% |
| Annual Yield % from dividends | 0.41 | 1.14 | 36% |
| Returns for 1 year | -4.70 | -5.77 | 82% |
| Returns for 3 years | -1.43 | -6.66 | 21% |
| Returns for 5 years | 48.52 | 28.25 | 172% |
| Returns for 10 years | 12.92 | -10.62 | -122% |
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