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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.98
Change+$0.12 (+1.22%)
VolumeN/A
Net Assets4.36B
Principal SmallCap Value II J
Price$11.48
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets1.13B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Sep 28, 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 PSMJX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.36B vs. PSMJX (1.13B). PSMJX pays higher dividends than ASVRX: PSMJX (1.07) vs ASVRX (0.39). ASVRX was incepted earlier than PSMJX: ASVRX (16 years) vs PSMJX (17 years). ASVRX (1.58) is less costly to investors than PSMJX (1.22). PSMJX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (39.00). PSMJX has a lower initial minimum investment than ASVRX: PSMJX (1000) vs ASVRX (2500). PSMJX annual gain was more profitable for investors over the last year : -5.20 vs. ASVRX (-6.08). ASVRX return over 5 years is better than : 63.03 vs. PSMJX (44.80).
| ASVRX | PSMJX | ASVRX / PSMJX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.22 | 130% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | -1.352 | 4.840 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 1.13B | 387% |
| Annual Yield % from dividends | 0.39 | 1.07 | 36% |
| Returns for 1 year | -6.08 | -5.20 | 117% |
| Returns for 3 years | 22.50 | 15.37 | 146% |
| Returns for 5 years | 63.03 | 44.80 | 141% |
| Returns for 10 years | 25.45 | 2.03 | 1,257% |
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