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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$8.99
Change+$0.17 (+1.93%)
VolumeN/A
Net Assets4.42B
Principal SmallCap Value II J
Price$9.67
Change+$0.19 (+2.00%)
VolumeN/A
Net Assets996.11M
ASVRX vs PSMJX Comparison Chart
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ASVRX vs. PSMJX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.42B vs. PSMJX (996M). PSMJX pays higher dividends than ASVRX: PSMJX (1.19) vs ASVRX (0.51). ASVRX was incepted earlier than PSMJX: ASVRX (15 years) vs PSMJX (16 years). ASVRX (1.59) is less costly to investors than PSMJX (1.36). 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 : -12.85 vs. PSMJX (-17.12). ASVRX return over 5 years is better than : 69.41 vs. PSMJX (36.80).
| ASVRX | PSMJX | ASVRX / PSMJX | |
| Total Expense Ratio | 1.59 | 1.34 | 119% |
| Annual Report Gross Expense Ratio | 1.59 | 1.36 | 117% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | -13.018 | -13.425 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 996M | 444% |
| Annual Yield % from dividends | 0.51 | 1.19 | 43% |
| Returns for 1 year | -12.85 | -17.12 | 75% |
| Returns for 3 years | -8.36 | -17.39 | 48% |
| Returns for 5 years | 69.41 | 36.80 | 189% |
| Returns for 10 years | -1.16 | -25.04 | 5% |
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