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ASVRX vs PPVIX
ASVRX vs PPVIX Comparison
Open Charts ASVRX vs PPVIX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II Instl
Price$12.73
Change-$0.55 (-4.14%)
VolumeN/A
CapitalizationN/A
ASVRX vs PPVIX Comparison Chart
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ASVRX vs. PPVIX commentary
Dec 19, 2024
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 PPVIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. PPVIX (1.19B). 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). PPVIX annual gain was more profitable for investors over the last year : 9.17 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. PPVIX (24.33).
| 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 | 4.327 | 9.121 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.19B | 436% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 6.29 | 9.17 | 69% |
| Returns for 3 years | -3.43 | -5.59 | 61% |
| Returns for 5 years | 33.69 | 24.33 | 138% |
| Returns for 10 years | 23.23 | 10.90 | 213% |
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