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ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$10.27
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets4.69B
Allspring Special Small Cap Value A
Price$39.01
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets4.33B
ASVRX vs ESPAX Comparison Chart in %
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ASVRX vs. ESPAX commentary
Aug 30, 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 Buy and ESPAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.69B vs. ESPAX (4.33B). ESPAX pays higher dividends than ASVRX: ESPAX (0.92) 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 (1.41). 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 : -3.35 vs. ESPAX (-7.16). ASVRX return over 5 years is better than : 55.27 vs. ESPAX (34.57).
| ASVRX | ESPAX | ASVRX / ESPAX | |
| Total Expense Ratio | 1.58 | 1.41 | 112% |
| Annual Report Gross Expense Ratio | 1.58 | 1.41 | 112% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 1.888 | 0.462 | 409% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 4.33B | 108% |
| Annual Yield % from dividends | 0.41 | 0.92 | 45% |
| Returns for 1 year | -3.35 | -7.16 | 47% |
| Returns for 3 years | 10.34 | 4.89 | 211% |
| Returns for 5 years | 55.27 | 34.57 | 160% |
| Returns for 10 years | 23.36 | 50.67 | 46% |
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