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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$8.98
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets3.91B
Principal SmallCap Value II R3
Price$11.12
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets1.19B
ASVRX vs PJARX Comparison Chart in %
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ASVRX vs. PJARX commentary
Jan 15, 2026
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 PJARX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.91B vs. PJARX (1.19B). PJARX pays higher dividends than ASVRX: PJARX (0.82) vs ASVRX (0.60). ASVRX was incepted earlier than PJARX: ASVRX (16 years) vs PJARX (22 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 : 4.25 vs. ASVRX (-11.61). ASVRX return over 5 years is better than : 1.02 vs. PJARX (-0.90).
| 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 | 22 years | - |
| Gain YTD | 4.662 | 5.703 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.19B | 330% |
| Annual Yield % from dividends | 0.60 | 0.82 | 73% |
| Returns for 1 year | -11.61 | 4.25 | -273% |
| Returns for 3 years | -3.40 | 8.78 | -39% |
| Returns for 5 years | 1.02 | -0.90 | -113% |
| Returns for 10 years | 37.65 | 19.18 | 196% |
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