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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets4.09B
Principal SmallCap Value II R3
Price$10.95
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.09B
ASVRX vs PJARX Comparison Chart in %
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ASVRX vs. PJARX commentary
Oct 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 Buy and PJARX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.09B vs. PJARX (1.09B). PJARX pays higher dividends than ASVRX: PJARX (0.88) vs ASVRX (0.41). ASVRX was incepted earlier than PJARX: ASVRX (16 years) vs PJARX (21 years). ASVRX (1.58) is less costly to investors than PJARX (1.46). PJARX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (39.00). PJARX has a lower initial minimum investment than ASVRX: PJARX (0) vs ASVRX (2500). PJARX annual gain was more profitable for investors over the last year : -9.71 vs. ASVRX (-13.88). ASVRX return over 5 years is better than : 40.55 vs. PJARX (25.26).
| ASVRX | PJARX | ASVRX / PJARX | |
| Total Expense Ratio | 1.58 | 1.44 | 110% |
| Annual Report Gross Expense Ratio | 1.58 | 1.46 | 108% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | -6.492 | 2.720 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 1.09B | 375% |
| Annual Yield % from dividends | 0.41 | 0.88 | 47% |
| Returns for 1 year | -13.88 | -9.71 | 143% |
| Returns for 3 years | 8.87 | 4.63 | 192% |
| Returns for 5 years | 40.55 | 25.26 | 161% |
| Returns for 10 years | 10.25 | -8.83 | -116% |
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