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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
Principal SmallCap Value II R5
Price$11.10
Change-$0.25 (-2.20%)
VolumeN/A
Net Assets1.13B
ASVRX vs PLARX Comparison Chart
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ASVRX vs. PLARX 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 PLARX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.14B vs. PLARX (1.13B). PLARX pays higher dividends than ASVRX: PLARX (0.82) vs ASVRX (0.47). ASVRX was incepted earlier than PLARX: ASVRX (15 years) vs PLARX (21 years). PLARX is a more actively managed with annual turnover of: 65.20 vs. ASVRX (44.00). PLARX has a lower initial minimum investment than ASVRX: PLARX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 1.86 vs. PLARX (-1.07). ASVRX return over 5 years is better than : 35.21 vs. PLARX (12.80).
| ASVRX | PLARX | ASVRX / PLARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -0.394 | 1.703 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 1.13B | 456% |
| Annual Yield % from dividends | 0.47 | 0.82 | 58% |
| Returns for 1 year | 1.86 | -1.07 | -174% |
| Returns for 3 years | 0.54 | -3.38 | -16% |
| Returns for 5 years | 35.21 | 12.80 | 275% |
| Returns for 10 years | 14.19 | -7.97 | -178% |