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ASVRX vs ESPAX
ASVRX vs ESPAX Comparison
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ASVRX vs ESPAX Comparison Chart in %
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ASVRX vs. ESPAX commentary
Jul 04, 2026
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 (3.02B) and ESPAX (2.88B) have equal amount of cash in the bank . ESPAX pays higher dividends than ASVRX: ESPAX (0.62) vs ASVRX (0.42). ASVRX was incepted earlier than ESPAX: ASVRX (16 years) vs ESPAX (33 years). ASVRX (1.58) is less costly to investors than ESPAX (1.24). ASVRX is a more actively managed with annual turnover of: 42.00 vs. ESPAX (22.00). ESPAX has a lower initial minimum investment than ASVRX: ESPAX (1000) vs ASVRX (2500). ESPAX annual gain was more profitable for investors over the last year : 6.86 vs. ASVRX (4.78). ASVRX (-5.68) and ESPAX (-5.75) have equivalent 5 years return.
| 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 | 33 years | - |
| Gain YTD | 19.464 | 14.139 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 2.88B | 105% |
| Annual Yield % from dividends | 0.42 | 0.62 | 68% |
| Returns for 1 year | 4.78 | 6.86 | 70% |
| Returns for 3 years | 10.69 | 8.92 | 120% |
| Returns for 5 years | -5.68 | -5.75 | 99% |
| Returns for 10 years | 38.04 | 45.98 | 83% |
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