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ASVRX vs HRVIX
ASVRX vs HRVIX Comparison
Open Charts ASVRX vs HRVIX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
Heartland Value Plus Investor
Price$35.19
Change-$0.82 (-2.28%)
VolumeN/A
Net Assets297.97M
ASVRX vs HRVIX Comparison Chart
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ASVRX vs. HRVIX commentary
Feb 23, 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: 5.14B 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). ASVRX annual gain was more profitable for investors over the last year : 1.86 vs. HRVIX (0.05). ASVRX return over 5 years is better than : 35.21 vs. HRVIX (6.46).
| 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 | -0.394 | -1.786 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 298M | 1,723% |
| Annual Yield % from dividends | 0.47 | 0.87 | 55% |
| Returns for 1 year | 1.86 | 0.05 | 3,597% |
| Returns for 3 years | 0.54 | -3.11 | -17% |
| Returns for 5 years | 35.21 | 6.46 | 545% |
| Returns for 10 years | 14.19 | 19.22 | 74% |
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