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ASVRX vs PPVIX
ASVRX vs PPVIX Comparison
Open Charts ASVRX vs PPVIX
American Century Small Cap Value R
Price$8.82
Change+$0.10 (+1.15%)
VolumeN/A
Net Assets4.38B
Principal SmallCap Value II Instl
Price$9.97
Change+$0.11 (+1.12%)
VolumeN/A
Net Assets980.48M
ASVRX vs PPVIX Comparison Chart
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ASVRX vs. PPVIX commentary
Apr 25, 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 PPVIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.38B vs. PPVIX (980M). PPVIX pays higher dividends than ASVRX: PPVIX (1.36) vs ASVRX (0.51). ASVRX was incepted earlier than PPVIX: ASVRX (15 years) vs PPVIX (21 years). ASVRX (1.59) is less costly to investors than PPVIX (1.11). PPVIX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (46.00). PPVIX has a lower initial minimum investment than ASVRX: PPVIX (0) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -13.84 vs. PPVIX (-17.57). ASVRX return over 5 years is better than : 67.49 vs. PPVIX (39.57).
| ASVRX | PPVIX | ASVRX / PPVIX | |
| Total Expense Ratio | 1.59 | 0.97 | 164% |
| Annual Report Gross Expense Ratio | 1.59 | 1.11 | 143% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -14.004 | -14.186 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 980M | 447% |
| Annual Yield % from dividends | 0.51 | 1.36 | 38% |
| Returns for 1 year | -13.84 | -17.57 | 79% |
| Returns for 3 years | -8.93 | -16.86 | 53% |
| Returns for 5 years | 67.49 | 39.57 | 171% |
| Returns for 10 years | -2.92 | -21.54 | 14% |
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