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ASVRX vs HRVIX
ASVRX vs HRVIX Comparison
Open Charts ASVRX vs HRVIX
American Century Small Cap Value R
Price$11.18
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Heartland Value Plus Investor
Price$38.96
Change-$0.39 (-0.99%)
VolumeN/A
CapitalizationN/A
ASVRX vs HRVIX Comparison Chart
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ASVRX vs. HRVIX commentary
Nov 18, 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 Buy and HRVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.77B vs. HRVIX (303M). 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 : 26.01 vs. HRVIX (13.19). ASVRX return over 5 years is better than : 48.22 vs. HRVIX (17.29).
| 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 | 10.879 | 5.240 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 303M | 1,905% |
| Annual Yield % from dividends | 0.47 | 0.87 | 55% |
| Returns for 1 year | 26.01 | 13.19 | 197% |
| Returns for 3 years | -4.06 | -21.32 | 19% |
| Returns for 5 years | 48.22 | 17.29 | 279% |
| Returns for 10 years | 18.23 | 18.62 | 98% |
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