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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. CSMIX (2.46B). CSMIX pays higher dividends than ASVRX: CSMIX (1.45) vs ASVRX (0.42). ASVRX was incepted earlier than CSMIX: ASVRX (17 years) vs CSMIX (40 years). ASVRX (1.60) is less costly to investors than CSMIX (1.22). CSMIX is a more actively managed with annual turnover of: 67.00 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 : 5.59 vs. ASVRX (0.25). CSMIX return over 5 years is better than : 7.60 vs. ASVRX (-2.93).
| ASVRX | CSMIX | ASVRX / CSMIX | |
| Total Expense Ratio | 1.60 | 1.20 | 133% |
| Annual Report Gross Expense Ratio | 1.60 | 1.22 | 131% |
| Fund Existence | 17 years | 40 years | - |
| Gain YTD | 18.956 | 10.678 | 178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 2.46B | 112% |
| Annual Yield % from dividends | 0.42 | 1.45 | 29% |
| Returns for 1 year | 0.25 | 5.59 | 5% |
| Returns for 3 years | 13.48 | 21.12 | 64% |
| Returns for 5 years | -2.93 | 7.60 | -39% |
| Returns for 10 years | 29.45 | 35.18 | 84% |
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