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ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
Open Charts ASVRX vs ESPAX
American Century Small Cap Value R
Price$9.57
Change+$0.09 (+0.95%)
VolumeN/A
Net Assets4.44B
Allspring Special Small Cap Value A
Price$36.85
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets4.27B
ASVRX vs ESPAX Comparison Chart in %
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ASVRX vs. ESPAX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX (4.44B) and ESPAX (4.27B) have equal amount of cash in the bank . ESPAX pays higher dividends than ASVRX: ESPAX (0.92) vs ASVRX (0.41). 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 : -4.54 vs. ESPAX (-7.91). ASVRX return over 5 years is better than : 47.89 vs. ESPAX (29.55).
| 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 | -6.405 | -5.594 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 4.27B | 104% |
| Annual Yield % from dividends | 0.41 | 0.92 | 45% |
| Returns for 1 year | -4.54 | -7.91 | 57% |
| Returns for 3 years | -1.24 | -0.91 | 136% |
| Returns for 5 years | 47.89 | 29.55 | 162% |
| Returns for 10 years | 8.98 | 37.58 | 24% |
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