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ASVRX vs PLARX
ASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Principal SmallCap Value II R5
Price$11.95
Change+$0.31 (+2.66%)
VolumeN/A
Net Assets1.21B
ASVRX vs PLARX Comparison Chart in %
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ASVRX vs. PLARX commentary
Feb 05, 2026
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: 3.93B vs. PLARX (1.21B). PLARX pays higher dividends than ASVRX: PLARX (0.94) vs ASVRX (0.57). 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: 89.90 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 : 6.68 vs. ASVRX (-10.37). PLARX return over 5 years is better than : 3.37 vs. ASVRX (0.82).
| 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 | 6.643 | 7.852 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 1.21B | 325% |
| Annual Yield % from dividends | 0.57 | 0.94 | 61% |
| Returns for 1 year | -10.37 | 6.68 | -155% |
| Returns for 3 years | -7.17 | 7.57 | -95% |
| Returns for 5 years | 0.82 | 3.37 | 24% |
| Returns for 10 years | 42.38 | 30.12 | 141% |
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