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ASVRX vs PSMVX
ASVRX vs PSMVX Comparison
Open Charts ASVRX vs PSMVX
American Century Small Cap Value R
Price$9.56
Change+$0.38 (+4.14%)
VolumeN/A
Net Assets4.59B
Principal SmallCap Value II R6
Price$10.86
Change+$0.39 (+3.72%)
VolumeN/A
Net Assets1.05B
ASVRX vs PSMVX Comparison Chart
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ASVRX vs. PSMVX commentary
May 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 Buy and PSMVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.59B vs. PSMVX (1.05B). PSMVX pays higher dividends than ASVRX: PSMVX (1.46) vs ASVRX (0.54). ASVRX was incepted earlier than PSMVX: ASVRX (15 years) vs PSMVX (10 years). ASVRX (1.59) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (46.00). PSMVX has a lower initial minimum investment than ASVRX: PSMVX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -10.78 vs. PSMVX (-14.14). ASVRX return over 5 years is better than : 85.44 vs. PSMVX (52.93).
| ASVRX | PSMVX | ASVRX / PSMVX | |
| Total Expense Ratio | 1.59 | 0.88 | 181% |
| Annual Report Gross Expense Ratio | 1.59 | 0.91 | 175% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -9.467 | -8.877 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 1.05B | 437% |
| Annual Yield % from dividends | 0.54 | 1.46 | 37% |
| Returns for 1 year | -10.78 | -14.14 | 76% |
| Returns for 3 years | -1.17 | -7.73 | 15% |
| Returns for 5 years | 85.44 | 52.93 | 161% |
| Returns for 10 years | 2.99 | -15.95 | -19% |
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