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ASVRX vs PSMVX
ASVRX vs PSMVX Comparison
Open Charts ASVRX vs PSMVX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Principal SmallCap Value II R6
Price$11.89
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.17B
ASVRX vs PSMVX Comparison Chart
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ASVRX vs. PSMVX commentary
Jan 19, 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 PSMVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.4B vs. PSMVX (1.17B). PSMVX pays higher dividends than ASVRX: PSMVX (1.05) vs ASVRX (0.47). ASVRX was incepted earlier than PSMVX: ASVRX (15 years) vs PSMVX (10 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. ASVRX (44.00). 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 : 9.73 vs. PSMVX (3.81). ASVRX return over 5 years is better than : 36.69 vs. PSMVX (11.75).
| ASVRX | PSMVX | ASVRX / PSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 3.748 | 3.133 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.17B | 461% |
| Annual Yield % from dividends | 0.47 | 1.05 | 45% |
| Returns for 1 year | 9.73 | 3.81 | 256% |
| Returns for 3 years | 0.30 | -4.85 | -6% |
| Returns for 5 years | 36.69 | 11.75 | 312% |
| Returns for 10 years | 25.46 | 3.48 | 732% |
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