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ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$9.86
Change+$0.15 (+1.54%)
VolumeN/A
Net Assets4.73B
Allspring Special Small Cap Value A
Price$37.58
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets4.46B
ASVRX vs ESPAX Comparison Chart in %
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ASVRX vs. ESPAX commentary
Jul 09, 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 StrongBuy and ESPAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.73B vs. ESPAX (4.46B). ESPAX pays higher dividends than ASVRX: ESPAX (0.93) vs ASVRX (0.42). 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: 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 : -2.22 vs. ESPAX (-6.26). ASVRX return over 5 years is better than : 72.66 vs. ESPAX (46.24).
| 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 | -4.135 | -4.645 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 4.46B | 106% |
| Annual Yield % from dividends | 0.42 | 0.93 | 45% |
| Returns for 1 year | -2.22 | -6.26 | 35% |
| Returns for 3 years | 8.75 | 5.82 | 150% |
| Returns for 5 years | 72.66 | 46.24 | 157% |
| Returns for 10 years | 8.22 | 35.62 | 23% |
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