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ASVRX vs PPVIX
ASVRX vs PPVIX Comparison
Open Charts ASVRX vs PPVIX
American Century Small Cap Value R
Price$10.57
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets5.36B
Principal SmallCap Value II Instl
Price$11.95
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.17B
ASVRX vs PPVIX Comparison Chart
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ASVRX vs. PPVIX commentary
Jan 31, 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 PPVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.36B vs. PPVIX (1.17B). PPVIX pays higher dividends than ASVRX: PPVIX (1.04) vs ASVRX (0.47). ASVRX was incepted earlier than PPVIX: ASVRX (15 years) vs PPVIX (21 years). PPVIX is a more actively managed with annual turnover of: 65.20 vs. ASVRX (44.00). 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 : 9.91 vs. PPVIX (2.71). ASVRX return over 5 years is better than : 44.16 vs. PPVIX (18.23).
| ASVRX | PPVIX | ASVRX / PPVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 4.241 | 3.133 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.17B | 459% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 9.91 | 2.71 | 366% |
| Returns for 3 years | 5.43 | -1.85 | -294% |
| Returns for 5 years | 44.16 | 18.23 | 242% |
| Returns for 10 years | 24.89 | 2.11 | 1,177% |
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