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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.87
Change-$0.11 (-1.10%)
VolumeN/A
Net Assets4.79B
Principal SmallCap Value II J
Price$11.01
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.14B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Jul 13, 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 StrongBuy and PSMJX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.79B vs. PSMJX (1.14B). PSMJX pays higher dividends than ASVRX: PSMJX (1.16) vs ASVRX (0.42). 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 : -4.63 vs. PSMJX (-6.95). ASVRX return over 5 years is better than : 71.31 vs. PSMJX (43.07).
| 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 | -2.555 | 0.548 | -466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 1.14B | 422% |
| Annual Yield % from dividends | 0.42 | 1.16 | 36% |
| Returns for 1 year | -4.63 | -6.95 | 67% |
| Returns for 3 years | 11.66 | 5.27 | 221% |
| Returns for 5 years | 71.31 | 43.07 | 166% |
| Returns for 10 years | 9.05 | -14.05 | -64% |
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