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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$9.62
Change+$0.13 (+1.37%)
VolumeN/A
Net Assets4.75B
Principal SmallCap Value II R5
Price$10.56
Change+$0.13 (+1.25%)
VolumeN/A
Net Assets1.06B
ASVRX vs PLARX Comparison Chart
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ASVRX vs. PLARX commentary
Apr 04, 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 Buy and PLARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.75B vs. PLARX (1.06B). PLARX pays higher dividends than ASVRX: PLARX (1.23) vs ASVRX (0.51). ASVRX was incepted earlier than PLARX: ASVRX (15 years) vs PLARX (21 years). ASVRX (1.59) is less costly to investors than PLARX (1.22). PLARX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (46.00). 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 : -8.12 vs. PLARX (-11.97). ASVRX return over 5 years is better than : 105.16 vs. PLARX (69.57).
| ASVRX | PLARX | ASVRX / PLARX | |
| Total Expense Ratio | 1.59 | 1.20 | 133% |
| Annual Report Gross Expense Ratio | 1.59 | 1.22 | 130% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -6.410 | -6.541 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 1.06B | 450% |
| Annual Yield % from dividends | 0.51 | 1.23 | 42% |
| Returns for 1 year | -8.12 | -11.97 | 68% |
| Returns for 3 years | -5.65 | -14.07 | 40% |
| Returns for 5 years | 105.16 | 69.57 | 151% |
| Returns for 10 years | 6.35 | -17.33 | -37% |
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