ASVRX
Price
$10.28
Change
+$0.14 (+1.38%)
Updated
Jul 9 closing price
Net Assets
2.97B
PLARX
Price
$12.70
Change
+$0.14 (+1.11%)
Updated
Jul 9 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
Jul 10, 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: 2.97B vs. PLARX (1.23B). PLARX pays higher dividends than ASVRX: PLARX (0.87) vs ASVRX (0.42). ASVRX was incepted earlier than PLARX: ASVRX (16 years) vs PLARX (22 years). ASVRX (1.58) 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 : 12.82 vs. ASVRX (2.82). PLARX return over 5 years is better than : -4.60 vs. ASVRX (-5.41).
ASVRXPLARXASVRX / PLARX
Total Expense Ratio1.581.14139%
Annual Report Gross Expense Ratio1.581.16136%
Fund Existence16 years22 years-
Gain YTD18.18213.357136%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.97B1.23B241%
Annual Yield % from dividends0.420.8749%
Returns for 1 year2.8212.8222%
Returns for 3 years9.8516.8359%
Returns for 5 years-5.41-4.60118%
Returns for 10 years33.0614.93221%
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