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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$8.71
Change+$0.04 (+0.46%)
VolumeN/A
Net Assets3.85B
Principal SmallCap Value II R5
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.15B
ASVRX vs PLARX Comparison Chart in %
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ASVRX vs. PLARX commentary
Dec 26, 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 PLARX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.85B vs. PLARX (1.15B). PLARX pays higher dividends than ASVRX: PLARX (1.08) vs ASVRX (0.42). ASVRX was incepted earlier than PLARX: ASVRX (16 years) vs PLARX (22 years). ASVRX (1.58) is less costly to investors than PLARX (1.15). PLARX is a more actively managed with annual turnover of: 73.90 vs. ASVRX (39.00). PLARX has a lower initial minimum investment than ASVRX: PLARX (0) vs ASVRX (2500). PLARX annual gain was more profitable for investors over the last year : 0.62 vs. ASVRX (-14.24). PLARX return over 5 years is better than : 5.59 vs. ASVRX (4.90).
| ASVRX | PLARX | ASVRX / PLARX | |
| Total Expense Ratio | 1.58 | 1.13 | 140% |
| Annual Report Gross Expense Ratio | 1.58 | 1.15 | 137% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -13.905 | 1.344 | -1,035% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 1.15B | 336% |
| Annual Yield % from dividends | 0.42 | 1.08 | 39% |
| Returns for 1 year | -14.24 | 0.62 | -2,287% |
| Returns for 3 years | 0.70 | 13.40 | 5% |
| Returns for 5 years | 4.90 | 5.59 | 88% |
| Returns for 10 years | 16.96 | 7.39 | 230% |
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