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ASVRX vs PJARX
ASVRX vs PJARX Comparison
Open Charts ASVRX vs PJARX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.67B
Principal SmallCap Value II R3
Price$11.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.14B
ASVRX vs PJARX Comparison Chart in %
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ASVRX vs. PJARX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.67B vs. PJARX (1.14B). PJARX pays higher dividends than ASVRX: PJARX (0.87) vs ASVRX (0.39). 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). ASVRX annual gain was more profitable for investors over the last year : -1.24 vs. PJARX (-2.46). ASVRX return over 5 years is better than : 55.68 vs. PJARX (33.65).
| 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 | 1.098 | 5.441 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 1.14B | 408% |
| Annual Yield % from dividends | 0.39 | 0.87 | 44% |
| Returns for 1 year | -1.24 | -2.46 | 50% |
| Returns for 3 years | 15.33 | 6.70 | 229% |
| Returns for 5 years | 55.68 | 33.65 | 165% |
| Returns for 10 years | 23.12 | -5.96 | -388% |
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