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ASVRX vs AUERX
ASVRX vs AUERX Comparison
Open Charts ASVRX vs AUERX
ASVRX vs AUERX Comparison Chart in %
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ASVRX vs. AUERX commentary
Aug 23, 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 Hold and AUERX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.96B vs. AUERX (86.8M). ASVRX pays higher dividends than AUERX: ASVRX (0.42) vs AUERX (0.06). ASVRX was incepted earlier than AUERX: ASVRX (16 years) vs AUERX (19 years). AUERX (2.05) is less costly to investors than ASVRX (1.58). AUERX is a more actively managed with annual turnover of: 109.00 vs. ASVRX (42.00). AUERX has a lower initial minimum investment than ASVRX: AUERX (2000) vs ASVRX (2500). AUERX annual gain was more profitable for investors over the last year : 30.73 vs. ASVRX (7.69). AUERX return over 5 years is better than : 89.88 vs. ASVRX (1.09).
| ASVRX | AUERX | ASVRX / AUERX | |
| Total Expense Ratio | 1.58 | 2.05 | 77% |
| Annual Report Gross Expense Ratio | 1.58 | 2.05 | 77% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 23.660 | 26.457 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 86.8M | 3,410% |
| Annual Yield % from dividends | 0.42 | 0.06 | 715% |
| Returns for 1 year | 7.69 | 30.73 | 25% |
| Returns for 3 years | 17.83 | 42.04 | 42% |
| Returns for 5 years | 1.09 | 89.88 | 1% |
| Returns for 10 years | 31.47 | 211.34 | 15% |
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