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ASVRX vs HRVIX
ASVRX vs HRVIX Comparison
Open Charts ASVRX vs HRVIX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Heartland Value Plus Investor
Price$36.98
Change+$0.43 (+1.18%)
VolumeN/A
Net Assets311.35M
ASVRX vs HRVIX Comparison Chart
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ASVRX vs. HRVIX commentary
Jan 19, 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 Hold and HRVIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.4B vs. HRVIX (311M). 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). ASVRX annual gain was more profitable for investors over the last year : 9.73 vs. HRVIX (6.07). ASVRX return over 5 years is better than : 36.69 vs. HRVIX (6.16).
| 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 | 3.748 | 3.210 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 311M | 1,737% |
| Annual Yield % from dividends | 0.47 | 0.87 | 55% |
| Returns for 1 year | 9.73 | 6.07 | 160% |
| Returns for 3 years | 0.30 | -3.92 | -8% |
| Returns for 5 years | 36.69 | 6.16 | 596% |
| Returns for 10 years | 25.46 | 33.40 | 76% |
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