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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.18
Change-$0.20 (-2.13%)
VolumeN/A
Net Assets4.53B
Principal SmallCap Value II J
Price$10.20
Change-$0.19 (-1.83%)
VolumeN/A
Net Assets1.07B
ASVRX vs PSMJX Comparison Chart
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ASVRX vs. PSMJX commentary
Jun 15, 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: 4.53B vs. PSMJX (1.07B). PSMJX pays higher dividends than ASVRX: PSMJX (1.21) vs ASVRX (0.53). 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 : -7.93 vs. PSMJX (-8.45). ASVRX return over 5 years is better than : 54.43 vs. PSMJX (32.34).
| 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 | -5.114 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.07B | 424% |
| Annual Yield % from dividends | 0.53 | 1.21 | 44% |
| Returns for 1 year | -7.93 | -8.45 | 94% |
| Returns for 3 years | 3.45 | -2.84 | -121% |
| Returns for 5 years | 54.43 | 32.34 | 168% |
| Returns for 10 years | 0.77 | -19.01 | -4% |
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