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ASVRX vs HRVIX
ASVRX vs HRVIX Comparison
Open Charts ASVRX vs HRVIX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Heartland Value Plus Investor
Price$37.00
Change-$1.70 (-4.39%)
VolumeN/A
CapitalizationN/A
ASVRX vs HRVIX Comparison Chart
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ASVRX vs. HRVIX 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 HRVIX is a Sell.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. HRVIX (298M). HRVIX pays higher dividends than ASVRX: HRVIX (0.87) vs ASVRX (0.47). ASVRX was incepted earlier than HRVIX: ASVRX (15 years) vs HRVIX (31 years). HRVIX is a more actively managed with annual turnover of: 53.00 vs. ASVRX (44.00). 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 : 7.08 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. HRVIX (13.41).
| ASVRX | HRVIX | ASVRX / HRVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 4.327 | 6.213 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 298M | 1,742% |
| Annual Yield % from dividends | 0.47 | 0.87 | 55% |
| Returns for 1 year | 6.29 | 7.08 | 89% |
| Returns for 3 years | -3.43 | -15.91 | 22% |
| Returns for 5 years | 33.69 | 13.41 | 251% |
| Returns for 10 years | 23.23 | 20.65 | 112% |
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