ASVRX
Price
$10.20
Change
+$0.09 (+0.89%)
Updated
Sep 11 closing price
Net Assets
2.77B
PLARX
Price
$12.84
Change
+$0.07 (+0.55%)
Updated
Sep 11 closing price
Net Assets
1.23B
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ASVRX vs PLARX

ASVRX vs PLARX Comparison Chart in %
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ASVRX vs. PLARX commentary
Sep 12, 2026

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.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. PLARX (1.23B). PLARX pays higher dividends than ASVRX: PLARX (0.86) vs ASVRX (0.42). ASVRX was incepted earlier than PLARX: ASVRX (17 years) vs PLARX (22 years). ASVRX (1.60) is less costly to investors than PLARX (1.16). PLARX is a more actively managed with annual turnover of: 89.90 vs. ASVRX (42.00). 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 : 8.72 vs. ASVRX (0.25). PLARX return over 5 years is better than : -1.05 vs. ASVRX (-2.93).
ASVRXPLARXASVRX / PLARX
Total Expense Ratio1.601.14140%
Annual Report Gross Expense Ratio1.601.16138%
Fund Existence17 years22 years-
Gain YTD18.95615.253124%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.77B1.23B224%
Annual Yield % from dividends0.420.8649%
Returns for 1 year0.258.723%
Returns for 3 years13.4820.0867%
Returns for 5 years-2.93-1.05279%
Returns for 10 years29.4515.36192%
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