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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$9.69
Change-$0.06 (-0.62%)
VolumeN/A
Net Assets4.68B
Principal SmallCap Value II R5
Price$11.08
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets1.12B
ASVRX vs PLARX Comparison Chart in %
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ASVRX vs. PLARX commentary
Jul 21, 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 StrongBuy and PLARX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.68B vs. PLARX (1.12B). PLARX pays higher dividends than ASVRX: PLARX (1.19) vs ASVRX (0.42). 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 (39.00). 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 : -9.67 vs. PLARX (-11.43). ASVRX return over 5 years is better than : 61.30 vs. PLARX (36.60).
| 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 | -4.332 | -0.717 | 604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.68B | 1.12B | 420% |
| Annual Yield % from dividends | 0.42 | 1.19 | 35% |
| Returns for 1 year | -9.67 | -11.43 | 85% |
| Returns for 3 years | 5.73 | 0.51 | 1,132% |
| Returns for 5 years | 61.30 | 36.60 | 167% |
| Returns for 10 years | 8.35 | -11.45 | -73% |
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