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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
Principal SmallCap Value II R5
Price$10.47
Change+$0.14 (+1.36%)
VolumeN/A
Net Assets1.06B
ASVRX vs PLARX Comparison Chart
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ASVRX vs. PLARX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. PLARX (1.06B). PLARX pays higher dividends than ASVRX: PLARX (1.24) vs ASVRX (0.53). ASVRX was incepted earlier than PLARX: ASVRX (15 years) vs PLARX (21 years). ASVRX (1.59) is less costly to investors than PLARX (1.15). 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 : -8.68 vs. PLARX (-11.11). ASVRX return over 5 years is better than : 39.33 vs. PLARX (17.56).
| ASVRX | PLARX | ASVRX / PLARX | |
| Total Expense Ratio | 1.59 | 1.13 | 141% |
| Annual Report Gross Expense Ratio | 1.59 | 1.15 | 138% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -9.665 | -7.437 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.06B | 427% |
| Annual Yield % from dividends | 0.53 | 1.24 | 43% |
| Returns for 1 year | -8.68 | -11.11 | 78% |
| Returns for 3 years | -6.74 | -14.06 | 48% |
| Returns for 5 years | 39.33 | 17.56 | 224% |
| Returns for 10 years | 2.42 | -17.63 | -14% |
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