ASCRX
Price
$19.67
Change
+$0.15 (+0.77%)
Updated
Jun 2 closing price
Net Assets
186.86M
VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
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ASCRX vs VSMAX

Header iconASCRX vs VSMAX Comparison
Open Charts ASCRX vs VSMAXBanner chart's image
ASCRX vs VSMAX Comparison Chart in %
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VS
ASCRX vs. VSMAX commentary
Jun 04, 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 ASCRX is a Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. ASCRX (187M). VSMAX pays higher dividends than ASCRX: VSMAX (1.19) vs ASCRX (0.00). ASCRX was incepted earlier than VSMAX: ASCRX (23 years) vs VSMAX (26 years). ASCRX (1.35) is less costly to investors than VSMAX (0.05). ASCRX is a more actively managed with annual turnover of: 82.00 vs. VSMAX (17.00). ASCRX has a lower initial minimum investment than VSMAX: ASCRX (2500) vs VSMAX (3000). ASCRX annual gain was more profitable for investors over the last year : 36.50 vs. VSMAX (28.97). VSMAX return over 5 years is better than : 33.53 vs. ASCRX (7.91).
ASCRXVSMAXASCRX / VSMAX
Total Expense Ratio1.350.052,700%
Annual Report Gross Expense Ratio1.350.052,700%
Fund Existence23 years26 years-
Gain YTD18.87913.705138%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets187M177B0%
Annual Yield % from dividends0.001.19-
Returns for 1 year36.5028.97126%
Returns for 3 years56.6854.98103%
Returns for 5 years7.9133.5324%
Returns for 10 years60.49161.2338%
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