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ASVRX vs HRTVX
ASVRX vs HRTVX Comparison
Open Charts ASVRX vs HRTVX
American Century Small Cap Value R
Price$9.84
Change+$0.07 (+0.72%)
VolumeN/A
Net Assets4.66B
Heartland Value Investor
Price$50.35
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets801.48M
ASVRX vs HRTVX Comparison Chart in %
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ASVRX vs. HRTVX commentary
Jul 27, 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 StrongBuy and HRTVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.66B vs. HRTVX (801M). HRTVX pays higher dividends than ASVRX: HRTVX (0.73) vs ASVRX (0.42). ASVRX was incepted earlier than HRTVX: ASVRX (15 years) vs HRTVX (41 years). ASVRX (1.59) is less costly to investors than HRTVX (1.06). ASVRX is a more actively managed with annual turnover of: 39.00 vs. HRTVX (34.00). HRTVX has a lower initial minimum investment than ASVRX: HRTVX (1000) vs ASVRX (2500). HRTVX annual gain was more profitable for investors over the last year : 0.92 vs. ASVRX (-8.27). ASVRX return over 5 years is better than : 62.47 vs. HRTVX (52.59).
| ASVRX | HRTVX | ASVRX / HRTVX | |
| Total Expense Ratio | 1.59 | 1.06 | 150% |
| Annual Report Gross Expense Ratio | 1.59 | 1.06 | 150% |
| Fund Existence | 15 years | 41 years | - |
| Gain YTD | -2.851 | 5.379 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 801M | 582% |
| Annual Yield % from dividends | 0.42 | 0.73 | 57% |
| Returns for 1 year | -8.27 | 0.92 | -900% |
| Returns for 3 years | 6.11 | 23.35 | 26% |
| Returns for 5 years | 62.47 | 52.59 | 119% |
| Returns for 10 years | 13.00 | 27.62 | 47% |
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