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ASVRX vs AVUVX
ASVRX vs AVUVX Comparison
Open Charts ASVRX vs AVUVX
ASVRX vs AVUVX Comparison Chart in %
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ASVRX vs. AVUVX commentary
Sep 13, 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 AVUVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. AVUVX (2.05B). AVUVX pays higher dividends than ASVRX: AVUVX (1.23) vs ASVRX (0.42). ASVRX was incepted earlier than AVUVX: ASVRX (17 years) vs AVUVX (7 years). ASVRX (1.60) is less costly to investors than AVUVX (0.25). ASVRX is a more actively managed with annual turnover of: 42.00 vs. AVUVX (20.00). ASVRX has a lower initial minimum investment than AVUVX: ASVRX (2500) vs AVUVX (5000000). AVUVX annual gain was more profitable for investors over the last year : 17.88 vs. ASVRX (0.25). AVUVX return over 5 years is better than : 54.85 vs. ASVRX (-2.93).
| ASVRX | AVUVX | ASVRX / AVUVX | |
| Total Expense Ratio | 1.60 | 0.25 | 640% |
| Annual Report Gross Expense Ratio | 1.60 | 0.25 | 640% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 18.956 | 23.170 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 2.05B | 135% |
| Annual Yield % from dividends | 0.42 | 1.23 | 34% |
| Returns for 1 year | 0.25 | 17.88 | 1% |
| Returns for 3 years | 13.48 | 53.12 | 25% |
| Returns for 5 years | -2.93 | 54.85 | -5% |
| Returns for 10 years | 29.45 | N/A | - |
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