Interact to see
Advertisement
Advertisement
ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$9.18
Change-$0.20 (-2.13%)
VolumeN/A
Net Assets4.63B
Allspring Special Small Cap Value A
Price$35.42
Change-$0.70 (-1.94%)
VolumeN/A
Net Assets4.37B
ASVRX vs ESPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. ESPAX commentary
Jun 14, 2025
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 ESPAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.63B vs. ESPAX (4.37B). ESPAX pays higher dividends than ASVRX: ESPAX (0.95) vs ASVRX (0.53). ASVRX was incepted earlier than ESPAX: ASVRX (15 years) vs ESPAX (32 years). ASVRX (1.59) is less costly to investors than ESPAX (1.41). ASVRX is a more actively managed with annual turnover of: 46.00 vs. ESPAX (21.00). 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 : -5.93 vs. ESPAX (-10.74). ASVRX return over 5 years is better than : 57.79 vs. ESPAX (35.96).
| ASVRX | ESPAX | ASVRX / ESPAX | |
| Total Expense Ratio | 1.59 | 1.41 | 113% |
| Annual Report Gross Expense Ratio | 1.59 | 1.41 | 113% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -7.495 | -7.313 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 4.37B | 106% |
| Annual Yield % from dividends | 0.53 | 0.95 | 56% |
| Returns for 1 year | -5.93 | -10.74 | 55% |
| Returns for 3 years | 5.70 | 1.30 | 437% |
| Returns for 5 years | 57.79 | 35.96 | 161% |
| Returns for 10 years | 2.97 | 29.21 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement