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ASVRX vs AVPAX
ASVRX vs AVPAX Comparison
Open Charts ASVRX vs AVPAX
ASVRX vs AVPAX Comparison Chart in %
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ASVRX vs. AVPAX 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 AVPAX is a Hold.
FUNDAMENTALS
Fundamentals
AVPAX has more cash in the bank: 3.75B vs. ASVRX (2.96B). AVPAX pays higher dividends than ASVRX: AVPAX (0.70) vs ASVRX (0.42). ASVRX was incepted earlier than AVPAX: ASVRX (16 years) vs AVPAX (28 years). ASVRX (1.58) is less costly to investors than AVPAX (1.16). AVPAX is a more actively managed with annual turnover of: 75.00 vs. ASVRX (42.00). ASVRX (2500) and AVPAX (2500) have matching initial minimum investment requirements. AVPAX annual gain was more profitable for investors over the last year : 23.05 vs. ASVRX (7.69). AVPAX return over 5 years is better than : 3.19 vs. ASVRX (1.09).
| ASVRX | AVPAX | ASVRX / AVPAX | |
| Total Expense Ratio | 1.58 | 1.16 | 136% |
| Annual Report Gross Expense Ratio | 1.58 | 1.16 | 136% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 23.660 | 28.342 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 3.75B | 79% |
| Annual Yield % from dividends | 0.42 | 0.70 | 60% |
| Returns for 1 year | 7.69 | 23.05 | 33% |
| Returns for 3 years | 17.83 | 28.57 | 62% |
| Returns for 5 years | 1.09 | 3.19 | 34% |
| Returns for 10 years | 31.47 | 22.18 | 142% |
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