ASVRX
Price
$9.15
Change
-$0.53 (-5.48%)
Updated
Feb 3 closing price
Net Assets
3.93B
PLARX
Price
$11.95
Change
+$0.31 (+2.66%)
Updated
Feb 3 closing price
Net Assets
1.21B
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ASVRX vs PLARX

Header iconASVRX vs PLARX Comparison
Open Charts ASVRX vs PLARXBanner chart's image
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.

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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).
ASVRXPLARXASVRX / PLARX
Total Expense Ratio1.581.13140%
Annual Report Gross Expense Ratio1.581.15137%
Fund Existence16 years22 years-
Gain YTD6.6437.85285%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B1.21B325%
Annual Yield % from dividends0.570.9461%
Returns for 1 year-10.376.68-155%
Returns for 3 years-7.177.57-95%
Returns for 5 years0.823.3724%
Returns for 10 years42.3830.12141%
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