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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Principal SmallCap Value II R5
Price$11.56
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.18B
ASVRX vs PLARX Comparison Chart
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ASVRX vs. PLARX commentary
Jan 19, 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: 5.4B vs. PLARX (1.18B). 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 : 9.73 vs. PLARX (3.16). ASVRX return over 5 years is better than : 36.69 vs. PLARX (9.46).
| 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 | 3.748 | 3.136 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.18B | 459% |
| Annual Yield % from dividends | 0.47 | 0.82 | 58% |
| Returns for 1 year | 9.73 | 3.16 | 308% |
| Returns for 3 years | 0.30 | -6.00 | -5% |
| Returns for 5 years | 36.69 | 9.46 | 388% |
| Returns for 10 years | 25.46 | -0.59 | -4,297% |
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