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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$10.50
Change-$0.78 (-6.91%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R5
Price$12.92
Change-$0.19 (-1.45%)
VolumeN/A
CapitalizationN/A
ASVRX vs PLARX Comparison Chart
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ASVRX vs. PLARX commentary
Dec 19, 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 Hold and PLARX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.58B vs. PLARX (1.21B). 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). PLARX annual gain was more profitable for investors over the last year : 8.89 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. PLARX (22.34).
| 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 | 4.327 | 8.846 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 1.21B | 461% |
| Annual Yield % from dividends | 0.47 | 0.82 | 58% |
| Returns for 1 year | 6.29 | 8.89 | 71% |
| Returns for 3 years | -3.43 | -6.64 | 52% |
| Returns for 5 years | 33.69 | 22.34 | 151% |
| Returns for 10 years | 23.23 | 7.12 | 326% |
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