ASVRX
Price
$10.07
Change
-$0.43 (-4.10%)
Updated
Dec 18 closing price
HRTVX
Price
$51.87
Change
-$2.19 (-4.05%)
Updated
Dec 18 closing price
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ASVRX vs HRTVX

Header iconASVRX vs HRTVX Comparison
Open Charts ASVRX vs HRTVXBanner chart's image
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Heartland Value Investor
Price$51.87
Change-$2.19 (-4.05%)
VolumeN/A
CapitalizationN/A
ASVRX vs HRTVX Comparison Chart
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ASVRX vs. HRTVX commentary
Dec 19, 2024

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 HRTVX is a Hold.

FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. HRTVX (808M). HRTVX pays higher dividends than ASVRX: HRTVX (0.67) vs ASVRX (0.47). ASVRX was incepted earlier than HRTVX: ASVRX (15 years) vs HRTVX (40 years). ASVRX (44.00) and HRTVX (43.00) have comparable annual turnover. 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 : 18.93 vs. ASVRX (6.29). HRTVX return over 5 years is better than : 41.38 vs. ASVRX (33.69).
ASVRXHRTVXASVRX / HRTVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years40 years-
Gain YTD4.32721.80520%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.19B808M642%
Annual Yield % from dividends0.470.6771%
Returns for 1 year6.2918.9333%
Returns for 3 years-3.4310.27-33%
Returns for 5 years33.6941.3881%
Returns for 10 years23.2316.82138%
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