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ASVRX vs CSMIX
ASVRX vs CSMIX Comparison
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ASVRX vs CSMIX Comparison Chart in %
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ASVRX vs. CSMIX commentary
Jul 27, 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 CSMIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.03B vs. CSMIX (2.5B). CSMIX pays higher dividends than ASVRX: CSMIX (1.46) vs ASVRX (0.42). ASVRX was incepted earlier than CSMIX: ASVRX (16 years) vs CSMIX (40 years). ASVRX (1.58) is less costly to investors than CSMIX (1.23). CSMIX is a more actively managed with annual turnover of: 72.00 vs. ASVRX (42.00). CSMIX has a lower initial minimum investment than ASVRX: CSMIX (2000) vs ASVRX (2500). CSMIX annual gain was more profitable for investors over the last year : 16.05 vs. ASVRX (7.48). CSMIX return over 5 years is better than : 11.21 vs. ASVRX (-0.43).
| ASVRX | CSMIX | ASVRX / CSMIX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.23 | 128% |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | 21.795 | 13.007 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 2.5B | 121% |
| Annual Yield % from dividends | 0.42 | 1.46 | 29% |
| Returns for 1 year | 7.48 | 16.05 | 47% |
| Returns for 3 years | 8.13 | 19.66 | 41% |
| Returns for 5 years | -0.43 | 11.21 | -4% |
| Returns for 10 years | 33.36 | 40.17 | 83% |
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