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ASVRX vs PPVIX
ASVRX vs PPVIX Comparison
Open Charts ASVRX vs PPVIX
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
Principal SmallCap Value II Instl
Price$10.09
Change-$0.79 (-7.26%)
VolumeN/A
Net Assets1.07B
ASVRX vs PPVIX Comparison Chart
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ASVRX vs. PPVIX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. PPVIX (1.07B). 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 : -7.22 vs. PPVIX (-11.02). ASVRX return over 5 years is better than : 107.97 vs. PPVIX (75.13).
| 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 | -5.128 | -5.309 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 1.07B | 451% |
| Annual Yield % from dividends | 0.51 | 1.36 | 38% |
| Returns for 1 year | -7.22 | -11.02 | 66% |
| Returns for 3 years | -3.79 | -11.66 | 33% |
| Returns for 5 years | 107.97 | 75.13 | 144% |
| Returns for 10 years | 7.10 | -13.36 | -53% |
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