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ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$9.34
Change-$0.34 (-3.51%)
VolumeN/A
Net Assets4.06B
Allspring Special Small Cap Value A
Price$35.81
Change-$1.04 (-2.82%)
VolumeN/A
Net Assets3.83B
ASVRX vs ESPAX Comparison Chart in %
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ASVRX vs. ESPAX commentary
Oct 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: 4.06B vs. ESPAX (3.83B). ESPAX pays higher dividends than ASVRX: ESPAX (0.91) vs ASVRX (0.41). ASVRX was incepted earlier than ESPAX: ASVRX (16 years) vs ESPAX (32 years). ASVRX (1.58) is less costly to investors than ESPAX (1.24). ASVRX is a more actively managed with annual turnover of: 39.00 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 : -8.30 vs. ESPAX (-11.76). ASVRX return over 5 years is better than : 43.40 vs. ESPAX (26.62).
| ASVRX | ESPAX | ASVRX / ESPAX | |
| Total Expense Ratio | 1.58 | 1.24 | 127% |
| Annual Report Gross Expense Ratio | 1.58 | 1.24 | 127% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -4.317 | -5.440 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 3.83B | 106% |
| Annual Yield % from dividends | 0.41 | 0.91 | 45% |
| Returns for 1 year | -8.30 | -11.76 | 71% |
| Returns for 3 years | 16.01 | 10.73 | 149% |
| Returns for 5 years | 43.40 | 26.62 | 163% |
| Returns for 10 years | 14.38 | 40.73 | 35% |
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