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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
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 ASVRX is a Hold and AVPAX is a Hold.
FUNDAMENTALS
Fundamentals
AVPAX has more cash in the bank: 3.82B vs. ASVRX (3.06B). AVPAX pays higher dividends than ASVRX: AVPAX (0.73) vs ASVRX (0.54). ASVRX was incepted earlier than AVPAX: ASVRX (16 years) vs AVPAX (27 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 (39.00). ASVRX (2500) and AVPAX (2500) have matching initial minimum investment requirements. AVPAX annual gain was more profitable for investors over the last year : 25.34 vs. ASVRX (6.82). AVPAX return over 5 years is better than : -10.53 vs. ASVRX (-11.44).
| 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 | 27 years | - |
| Gain YTD | 13.986 | 20.854 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 3.82B | 80% |
| Annual Yield % from dividends | 0.54 | 0.73 | 74% |
| Returns for 1 year | 6.82 | 25.34 | 27% |
| Returns for 3 years | 11.93 | 25.66 | 46% |
| Returns for 5 years | -11.44 | -10.53 | 109% |
| Returns for 10 years | 27.62 | 21.44 | 129% |
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