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ARSZX vs ASVRX
ARSZX vs ASVRX Comparison
Open Charts ARSZX vs ASVRX
ARSZX vs ASVRX Comparison Chart in %
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ARSZX vs. ASVRX commentary
Aug 03, 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 ARSZX is a Hold and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3B vs. ARSZX (343M). ARSZX pays higher dividends than ASVRX: ARSZX (0.48) vs ASVRX (0.42). ARSZX was incepted earlier than ASVRX: ARSZX (9 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than ARSZX (0.97). ASVRX is a more actively managed with annual turnover of: 42.00 vs. ARSZX (36.00). ASVRX has a lower initial minimum investment than ARSZX: ASVRX (2500) vs ARSZX (5000000). ASVRX annual gain was more profitable for investors over the last year : 9.41 vs. ARSZX (8.00). ARSZX return over 5 years is better than : 11.59 vs. ASVRX (-2.45).
| ARSZX | ASVRX | ARSZX / ASVRX | |
| Total Expense Ratio | 0.97 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.97 | 1.58 | 61% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 10.141 | 21.445 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 3B | 11% |
| Annual Yield % from dividends | 0.48 | 0.42 | 114% |
| Returns for 1 year | 8.00 | 9.41 | 85% |
| Returns for 3 years | 17.10 | 6.73 | 254% |
| Returns for 5 years | 11.59 | -2.45 | -474% |
| Returns for 10 years | N/A | 35.69 | - |
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