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ASVRX vs PSMJX
ASVRX vs PSMJX Comparison
Open Charts ASVRX vs PSMJX
American Century Small Cap Value R
Price$9.80
Change+$0.18 (+1.87%)
VolumeN/A
Net Assets3.99B
Principal SmallCap Value II J
Price$11.90
Change+$0.20 (+1.71%)
VolumeN/A
Net Assets1.14B
ASVRX vs PSMJX Comparison Chart in %
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ASVRX vs. PSMJX commentary
Dec 04, 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 Hold and PSMJX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.99B vs. PSMJX (1.14B). PSMJX pays higher dividends than ASVRX: PSMJX (1.05) vs ASVRX (0.42). 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 : -10.72 vs. ASVRX (-17.18). ASVRX return over 5 years is better than : 22.00 vs. PSMJX (15.49).
| 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 | -4.613 | 7.032 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 1.14B | 351% |
| Annual Yield % from dividends | 0.42 | 1.05 | 40% |
| Returns for 1 year | -17.18 | -10.72 | 160% |
| Returns for 3 years | 0.76 | 0.59 | 130% |
| Returns for 5 years | 22.00 | 15.49 | 142% |
| Returns for 10 years | 10.70 | -3.01 | -356% |
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