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ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$10.57
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets5.36B
Allspring Special Small Cap Value A
Price$39.80
Change+$0.32 (+0.81%)
VolumeN/A
Net Assets5.15B
ASVRX vs ESPAX Comparison Chart
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ASVRX vs. ESPAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX (5.36B) and ESPAX (5.15B) 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 : 9.91 vs. ESPAX (1.91). ASVRX return over 5 years is better than : 44.16 vs. ESPAX (18.82).
| 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 | 4.241 | 1.309 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 5.15B | 104% |
| Annual Yield % from dividends | 0.47 | 0.78 | 61% |
| Returns for 1 year | 9.91 | 1.91 | 520% |
| Returns for 3 years | 5.43 | -0.80 | -677% |
| Returns for 5 years | 44.16 | 18.82 | 235% |
| Returns for 10 years | 24.89 | 50.39 | 49% |
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