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ATIAX vs PRSVX

Both ATIAX and PRSVX are mutual funds. ATIAX has a lower 5-year return than PRSVX (8.15% vs 15.37%). Below is the comparison between ATIAX and PRSVX.

ATIAX PRSVX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco T. Rowe Price
Net Assets N/A $7.51B
Expense Ratio N/A 0.76%
Management Style active active
Dividend Yield N/A 0.31%
Minimum Investment N/A $2,500.00
YTD Return 17.89% 20.06%
1-Year Return 7.09% 2.96%
3-Year Return 9.23% 12.41%
5-Year Return 8.15% 15.37%
10-Year Return 9.35% 12.62%

ATIAX description

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ATIAX performance & returns

YTD Return 17.89%
1-Month Return 6.10%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 9.23%
5-Year Return 8.15%
10-Year Return 9.35%
ATIAX expense ratio is N/A.

ATIAX holdings

Top 10 Holdings (59.42% of Total Assets)

Name Symbol % Assets
Encore Capital Group Inc ECPG 8.39%
Tempur Sealy International Inc TPX 7.88%
Insight Enterprises Inc NSIT 6.26%
Colliers International Group Inc CIGI.TO 6.11%
NVR Inc NVR 5.70%
Charles River Laboratories International Inc CRL 5.60%
CommScope Holding Co Inc COMM 5.28%
Liberty Broadband Corp A LBRDA 4.95%
Interface Inc TILE 4.66%
Alliance Data Systems Corp ADS 4.59%

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PRSVX description

The Fund seeks long-term capital growth by investing primarily in the common stock of companies with relatively small market capitalizations which are believed to be undervalued and have good prospects for capital appreciation.

PRSVX performance & returns

YTD Return 20.06%
1-Month Return 3.99%
3-Month Return 2.96%
1-Year Return 2.96%
3-Year Return 12.41%
5-Year Return 15.37%
10-Year Return 12.62%
PRSVX expense ratio is 0.76%.

PRSVX holdings

Top 10 Holdings (11.62% of Total Assets)

Name Symbol % Assets
PennyMac Financial Services Inc Class A PFSI 1.71%
Cable One Inc CABO 1.22%
T. Rowe Price Gov. Reserve N/A 1.19%
PNM Resources Inc PNM 1.16%
Hannon Armstrong Sustainable Infrastructure Capital Inc HASI 1.11%
Aaron's Inc AAN 1.10%
Terreno Realty Corp TRNO 1.09%
Quidel Corp QDEL 1.06%
Home BancShares Inc HOMB 1.00%
Belden Inc BDC 0.98%

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