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ASVRX vs PPVIX
ASVRX vs PPVIX Comparison
Open Charts ASVRX vs PPVIX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
Principal SmallCap Value II Instl
Price$11.61
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets1.14B
ASVRX vs PPVIX Comparison Chart in %
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ASVRX vs. PPVIX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. PPVIX (1.14B). PPVIX pays higher dividends than ASVRX: PPVIX (1.32) vs ASVRX (0.42). ASVRX was incepted earlier than PPVIX: ASVRX (15 years) vs PPVIX (21 years). ASVRX (1.59) is less costly to investors than PPVIX (1.02). PPVIX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (39.00). 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 : -1.10 vs. PPVIX (-2.53). ASVRX return over 5 years is better than : 67.04 vs. PPVIX (45.77).
| ASVRX | PPVIX | ASVRX / PPVIX | |
| Total Expense Ratio | 1.59 | 0.94 | 169% |
| Annual Report Gross Expense Ratio | 1.59 | 1.02 | 156% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -2.555 | 1.044 | -245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 1.14B | 420% |
| Annual Yield % from dividends | 0.42 | 1.32 | 32% |
| Returns for 1 year | -1.10 | -2.53 | 44% |
| Returns for 3 years | 11.16 | 6.35 | 176% |
| Returns for 5 years | 67.04 | 45.77 | 146% |
| Returns for 10 years | 10.24 | -6.92 | -148% |
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