T. Rowe Price Small-Cap Value Fund (PASVX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
T. Rowe Price Small-Cap Value Fund (PASVX) trades at $61.24. T. Rowe Price Small-Cap Value Fund (PASVX) focuses on investing in small-cap companies deemed undervalued. Market cap: $10.5B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for PASVX: PASVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates PASVX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on PASVX.
How is this calculated? →T. Rowe Price Small-Cap Value Fund (PASVX) Financial Services Profile
T. Rowe Price Small-Cap Value Fund (PASVX) is an actively managed fund focusing on undervalued small-cap companies, primarily within the Russell 2000® Index. It offers investors exposure to smaller companies with perceived growth potential, operating within the competitive asset management landscape and overseen by T. Rowe Price's investment team.
What Is the Investment Thesis for PASVX?
PASVX presents an investment opportunity for those seeking exposure to undervalued small-cap companies. The fund's focus on the Russell 2000® Index provides a defined universe of potential investments. A key value driver is the potential for capital appreciation as undervalued companies are recognized by the market. Growth catalysts include a recovering economy favoring small-cap stocks and successful execution of T. Rowe Price's value investing strategy. The fund's beta of 1.07 suggests a market-correlated risk profile. However, potential risks include underperformance relative to the Russell 2000® Index and the inherent volatility associated with small-cap stocks. Investors may want to evaluate their risk tolerance and investment horizon when evaluating PASVX.
Based on FMP financials and quantitative analysis
PASVX Key Highlights
PASVX invests at least 80% of its net assets in companies within or below the market capitalization range of the Russell 2000® Index.
- The fund employs a value-oriented investment strategy, seeking undervalued companies with growth potential.
- PASVX is managed by T. Rowe Price, a well-established investment management firm with a long track record.
- The fund's beta of 1.07 indicates a market-correlated risk profile.
- PASVX does not offer a dividend yield, focusing instead on capital appreciation.
Who Are PASVX's Competitors?
PASVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CBALX Columbia Balanced Fund | $58.48 | -0.58% | $10.3B | 44 |
| GQETX GMO Quality Fund | $37.41 | -0.58% | $10.1B | 44 |
| LIHKX BlackRock LifePath Index 2045 Fund | $28.82 | -0.48% | $11.7B | 47 |
| MCVIX MFS Mid Cap Value Fund | $36.57 | -0.54% | $11.6B | 44 |
| MRSRX MFS Research International Fund | $28.35 | +0.00% | $12.5B | 47 |
| AMG Affiliated Managers Group, Inc. | $356.43 | +0.29% | $9.41B | 97 |
| CRBG Corebridge Financial, Inc. | $31.81 | -2.33% | $14.2B | 69 |
| ARCC Ares Capital Corporation | $19.78 | -0.10% | $14.2B | 79 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PASVX's Key Strengths?
Experienced management team at T. Rowe Price
- Disciplined value-oriented investment strategy
- Focus on a specific segment of the market (small-cap value)
- Established track record
What Are PASVX's Weaknesses?
Potential for underperformance relative to the Russell 2000® Index
- Dependence on the expertise of the investment team
- Vulnerability to market fluctuations
- No dividend yield
What Could Drive PASVX Stock Higher?
Potential economic recovery favoring small-cap stocks.
- Successful stock selection by T. Rowe Price's investment team.
- Continued growth of the Russell 2000® Index.
What Are the Key Risks for PASVX?
Economic downturn negatively impacting small-cap companies.
- Rising interest rates affecting valuations.
- Underperformance relative to the Russell 2000® Index.
- Market volatility impacting small-cap stocks.
What Are the Growth Opportunities for PASVX?
- Increased investor interest in small-cap stocks: As economic conditions improve and investor confidence grows, there may be increased interest in small-cap stocks, which can lead to higher inflows into funds like PASVX. The small-cap market offers the potential for higher growth compared to large-cap stocks, attracting investors seeking capital appreciation. This trend could significantly boost the fund's assets under management and overall performance, potentially increasing returns for investors. The timeline for this growth opportunity is dependent on macroeconomic factors and investor sentiment, but could materialize within the next 2-3 years.
- Successful stock selection: T. Rowe Price's experienced investment team can identify undervalued companies with strong growth potential. By selecting stocks that outperform the Russell 2000® Index, PASVX can generate superior returns for its investors. The fund's value-oriented approach focuses on companies with solid fundamentals and attractive valuations, increasing the likelihood of successful stock selection. This ongoing growth opportunity relies on the expertise and capabilities of the fund's management team and their ability to navigate the market effectively. The timeline for this is continuous and dependent on market conditions.
- Expansion of the Russell 2000® Index: If the Russell 2000® Index experiences growth in the number of listed companies or an increase in the overall market capitalization of its constituents, PASVX could benefit from a larger pool of potential investments. This expansion would provide the fund with more opportunities to identify undervalued companies and generate returns. The growth of the Russell 2000® Index is tied to the overall health of the small-cap market and the success of emerging companies. The timeline for this growth opportunity is uncertain but could unfold over the next 5-10 years.
- Technological Advancements in Stock Analysis: The fund could leverage AI and machine learning to enhance stock selection. By implementing advanced algorithms that analyze vast amounts of data, the fund can identify undervalued companies with greater precision and efficiency. This technological edge can lead to improved investment decisions and higher returns. The market size for AI-driven investment solutions is rapidly expanding, offering a significant opportunity for PASVX to gain a competitive advantage. The timeline for implementation and impact is estimated within the next 1-2 years.
- Strategic Partnerships with Financial Advisors: PASVX can expand its reach by forming strategic partnerships with financial advisors and wealth management firms. By offering the fund as a core component of diversified investment portfolios, PASVX can attract a wider range of investors. The demand for financial advisory services is increasing, particularly among younger investors who seek guidance on building long-term wealth. This growth opportunity can significantly increase the fund's assets under management and brand recognition. The timeline for establishing these partnerships and realizing their benefits is estimated within the next 2-3 years.
What Threats Does PASVX Face?
- Economic downturn impacting small-cap companies
- Rising interest rates affecting valuations
- Increased competition from other asset managers
- Changes in investor sentiment
What Are PASVX's Competitive Advantages?
- Established brand reputation of T. Rowe Price.
- Experienced investment team with expertise in small-cap value investing.
- Disciplined value-oriented investment approach.
- Access to T. Rowe Price's research resources and infrastructure.
What Does PASVX Do?
T. Rowe Price Small-Cap Value Fund (PASVX) is a mutual fund managed by T. Rowe Price, a well-established investment management firm. The fund's investment strategy centers on identifying and investing in small-capitalization companies that are considered undervalued by the market. PASVX primarily invests in companies within or below the market capitalization range of the Russell 2000® Index, although it may occasionally invest in companies with market caps above this range. This focus allows the fund to tap into the potential growth of smaller companies that may be overlooked by larger investors. The fund's investment approach involves a value-oriented strategy, seeking companies whose stock prices are low relative to their intrinsic value, as determined by T. Rowe Price's analysts. This involves in-depth fundamental research and analysis of financial statements, industry trends, and competitive positioning. The fund's objective is to generate long-term capital appreciation for its investors by capitalizing on the potential for these undervalued companies to realize their true worth. PASVX operates within the broader asset management industry, catering to investors seeking exposure to the small-cap value segment of the market. As part of T. Rowe Price, the fund benefits from the firm's extensive resources, experienced investment professionals, and established track record.
What Products and Services Does PASVX Offer?
- Invests in small-cap companies deemed undervalued.
- Focuses primarily on companies within the Russell 2000® Index.
- Conducts fundamental research to identify undervalued stocks.
- Aims to generate long-term capital appreciation for investors.
- Manages assets on behalf of individual and institutional investors.
- Operates within the regulatory framework of the asset management industry.
How Does PASVX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- AUM grows through investment performance and net inflows from investors.
- Expenses include investment research, operational costs, and marketing expenses.
What Industry Does PASVX Operate In?
PASVX operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other small-cap value funds, as well as broader market index funds. The asset management industry is experiencing growth in passive investing, but active managers like T. Rowe Price aim to outperform benchmarks through stock selection. PASVX's focus on undervalued small-cap companies positions it within a specific niche of the market, targeting investors seeking higher potential returns.
Who Are PASVX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
PASVX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team at T. Rowe Price
- Disciplined value-oriented investment strategy
- Focus on a specific segment of the market (small-cap value)
- Established track record
Bear Case
- Potential for underperformance relative to the Russell 2000® Index
- Dependence on the expertise of the investment team
- Vulnerability to market fluctuations
- No dividend yield
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
PASVX Latest News
No recent news available for PASVX.
PASVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for PASVX.
Price Targets
Wall Street price target analysis for PASVX.
PASVX MoonshotScore
What does this score mean?
The MoonshotScore rates PASVX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
PASVX Financial Services Stock FAQ
What does T. Rowe Price Small-Cap Value Fund do?
T. Rowe Price Small-Cap Value Fund (PASVX) is a mutual fund that invests primarily in small-capitalization companies that are considered undervalued. The fund's investment strategy focuses on identifying companies within or below the market capitalization range of the Russell 2000® Index whose stock prices are low relative to their intrinsic value.
What are the main risks for PASVX?
The main risks for PASVX include the inherent volatility associated with small-cap stocks, the potential for underperformance relative to the Russell 2000® Index, and the impact of economic downturns on small-cap companies. Rising interest rates can also negatively affect valuations, and increased competition from other asset managers poses a threat.
How sensitive is PASVX to interest rate changes?
PASVX's sensitivity to interest rate changes is indirect, primarily affecting the valuations of the small-cap companies it invests in. Rising interest rates can increase borrowing costs for these companies, potentially impacting their profitability and growth prospects. This, in turn, can lead to lower stock prices and negatively affect the fund's performance.
How does PASVX's expense ratio compare to similar funds?
The expense ratio of PASVX is a critical factor for investors to consider, as it directly impacts the fund's overall returns. A higher expense ratio can erode returns, while a lower expense ratio can enhance them. To assess PASVX's competitiveness, it's essential to compare its expense ratio to those of similar small-cap value funds.
What are the key factors to evaluate for PASVX?
Evaluate PASVX on fundamentals, analyst consensus, and risk factors. PASVX presents an investment opportunity for those seeking exposure to undervalued small-cap companies. Not financial advice.
How frequently does PASVX data refresh on this page?
PASVX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven PASVX's recent stock price performance?
T. Rowe Price Small-Cap Value Fund (PASVX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team at T. Rowe Price. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider PASVX overvalued or undervalued right now?
T. Rowe Price Small-Cap Value Fund (PASVX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for PASVX, limiting the depth of some sections.
- Financial data based on available information and may be subject to change.