Ad is loading...
ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Allspring Special Small Cap Value A
Price$39.44
Change-$1.46 (-3.57%)
VolumeN/A
CapitalizationN/A
ASVRX vs ESPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. ESPAX commentary
Dec 19, 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 Hold and ESPAX is a Sell.
FUNDAMENTALS
Fundamentals
ESPAX (5.43B) and ASVRX (5.19B) 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 : 6.29 vs. ESPAX (4.12). ASVRX return over 5 years is better than : 33.69 vs. ESPAX (18.00).
| ASVRX | ESPAX | ASVRX / ESPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 4.327 | 1.995 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 5.43B | 96% |
| Annual Yield % from dividends | 0.47 | 0.78 | 61% |
| Returns for 1 year | 6.29 | 4.12 | 152% |
| Returns for 3 years | -3.43 | 0.80 | -427% |
| Returns for 5 years | 33.69 | 18.00 | 187% |
| Returns for 10 years | 23.23 | 52.16 | 45% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCTMX | 12.59 | N/A | N/A |
| Goldman Sachs International T/M Eq C | |||
| BGCJX | 15.28 | -0.06 | -0.42% |
| Baillie Gifford EAFE Plus All Cap 3 | |||
| TGVIX | 27.16 | -0.12 | -0.44% |
| Thornburg International Equity I | |||
| BCAMX | 71.77 | -0.46 | -0.64% |
| Boston Common ESG Impact US Equity | |||
| JAMRX | 87.42 | -0.57 | -0.65% |
| Janus Henderson Research T | |||