Interact to see
Advertisement
Advertisement
ASVRX vs HRVIX
ASVRX vs HRVIX Comparison
Open Charts ASVRX vs HRVIX
American Century Small Cap Value R
Price$9.62
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets4.64B
Heartland Value Plus Investor
Price$34.06
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets269.72M
ASVRX vs HRVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. HRVIX commentary
Jul 17, 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 HRVIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.64B vs. HRVIX (270M). HRVIX pays higher dividends than ASVRX: HRVIX (0.51) vs ASVRX (0.42). ASVRX was incepted earlier than HRVIX: ASVRX (15 years) vs HRVIX (32 years). ASVRX (1.59) is less costly to investors than HRVIX (1.21). HRVIX is a more actively managed with annual turnover of: 68.00 vs. ASVRX (39.00). HRVIX has a lower initial minimum investment than ASVRX: HRVIX (1000) vs ASVRX (2500). HRVIX annual gain was more profitable for investors over the last year : -9.38 vs. ASVRX (-12.07). ASVRX return over 5 years is better than : 59.64 vs. HRVIX (9.35).
| ASVRX | HRVIX | ASVRX / HRVIX | |
| Total Expense Ratio | 1.59 | 1.21 | 131% |
| Annual Report Gross Expense Ratio | 1.59 | 1.21 | 131% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -5.319 | -5.582 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.64B | 270M | 1,719% |
| Annual Yield % from dividends | 0.42 | 0.51 | 83% |
| Returns for 1 year | -12.07 | -9.38 | 129% |
| Returns for 3 years | 8.37 | -1.58 | -529% |
| Returns for 5 years | 59.64 | 9.35 | 638% |
| Returns for 10 years | 6.53 | 21.09 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers