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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Principal SmallCap Value II J
Price$11.69
Change+$0.29 (+2.54%)
VolumeN/A
Net Assets1.21B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Feb 05, 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 Buy and PSMJX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. PSMJX (1.21B). PSMJX pays higher dividends than ASVRX: PSMJX (0.93) vs ASVRX (0.57). 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: 89.90 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 : 6.41 vs. ASVRX (-10.37). PSMJX return over 5 years is better than : 2.23 vs. ASVRX (0.82).
| 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 | 6.643 | 7.841 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 1.21B | 324% |
| Annual Yield % from dividends | 0.57 | 0.93 | 62% |
| Returns for 1 year | -10.37 | 6.41 | -162% |
| Returns for 3 years | -7.17 | 6.90 | -104% |
| Returns for 5 years | 0.82 | 2.23 | 37% |
| Returns for 10 years | 42.38 | 27.04 | 157% |
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