T. Rowe Price Small-Cap Value Fund (PASVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.07: the stock has moved about 7% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerT. Rowe Price Small-Cap Value Fund (PASVX) trades at $57.16. T. Rowe Price Small-Cap Value Fund (PASVX) focuses on investing in small-cap companies deemed undervalued. Sector: Financials.
Price as of · 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.
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 | MoonshotScore |
|---|---|---|---|---|
| CBALX Columbia Balanced Fund | $58.33 | +0.45% | $10.2B | — |
| GQETX GMO Quality Fund | $38.03 | +0.88% | $10.2B | — |
| LIHKX BlackRock LifePath Index 2045 Fund | $28.66 | +0.46% | $11.6B | — |
| MCVIX MFS Mid Cap Value Fund | $34.61 | +0.52% | $10.9B | — |
| MRSRX MFS Research International Fund | $27.63 | +0.40% | $12.1B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
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 · March 2026
PASVX Latest News
No recent news available for PASVX.
PASVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for PASVX.
Price Targets
Wall Street price target analysis for PASVX.
PASVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for PASVX; grades run from A+ (80-100) to F (below 30).
PASVX Financials 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.
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information and may be subject to change.