Ad is loading...
ASVRX
Price
$11.18
Change
-$0.08 (-0.71%)
Updated
Nov 15 closing price
ESPAX
Price
$44.67
Change
-$0.45 (-1.00%)
Updated
Nov 15 closing price
Ad is loading...

ASVRX vs ESPAX

Header iconASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAXBanner chart's image
American Century Small Cap Value R
Price$11.18
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Allspring Special Small Cap Value A
Price$44.67
Change-$0.45 (-1.00%)
VolumeN/A
CapitalizationN/A
ASVRX vs ESPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ASVRX vs. ESPAX commentary
Nov 18, 2024

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 Buy and ESPAX is a StrongSell.

FUNDAMENTALS
Fundamentals
ASVRX (5.77B) and ESPAX (5.64B) have equal amount of cash in the bank . ESPAX pays higher dividends than ASVRX: ESPAX (0.78) vs ASVRX (0.47). ASVRX was incepted earlier than ESPAX: ASVRX (15 years) vs ESPAX (32 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. ESPAX (22.00). ESPAX has a lower initial minimum investment than ASVRX: ESPAX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 26.01 vs. ESPAX (22.19). ASVRX return over 5 years is better than : 48.22 vs. ESPAX (32.27).
ASVRXESPAXASVRX / ESPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years32 years-
Gain YTD10.87911.39795%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.77B5.64B102%
Annual Yield % from dividends0.470.7861%
Returns for 1 year26.0122.19117%
Returns for 3 years-4.06-2.73149%
Returns for 5 years48.2232.27149%
Returns for 10 years18.2342.0943%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RAPRX10.420.02
+0.19%
Cohen & Steers Real Assets R
LSPCX5.58N/A
N/A
LoCorr Spectrum Income C
JHASX10.60-0.06
-0.56%
JHancock Multi-Asset Absolute Return R6
JDBAX47.97-0.51
-1.05%
Janus Henderson Balanced A
JORFX19.79-0.35
-1.74%
Janus Henderson Global Select I