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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$11.18
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R5
Price$13.00
Change-$0.09 (-0.69%)
VolumeN/A
CapitalizationN/A
ASVRX vs PLARX Comparison Chart
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ASVRX vs. PLARX 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 PLARX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.77B vs. PLARX (1.19B). PLARX pays higher dividends than ASVRX: PLARX (0.82) vs ASVRX (0.47). ASVRX was incepted earlier than PLARX: ASVRX (15 years) vs PLARX (20 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 : 26.01 vs. PLARX (21.99). ASVRX return over 5 years is better than : 48.22 vs. PLARX (26.83).
| ASVRX | PLARX | ASVRX / PLARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 10.879 | 9.520 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 1.19B | 484% |
| Annual Yield % from dividends | 0.47 | 0.82 | 58% |
| Returns for 1 year | 26.01 | 21.99 | 118% |
| Returns for 3 years | -4.06 | -11.82 | 34% |
| Returns for 5 years | 48.22 | 26.83 | 180% |
| Returns for 10 years | 18.23 | -2.53 | -720% |