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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
Aug 03, 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 Hold and ESPAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3B vs. ESPAX (2.54B). ESPAX pays higher dividends than ASVRX: ESPAX (0.63) 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 (1.23). ASVRX is a more actively managed with annual turnover of: 42.00 vs. ESPAX (28.00). 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 : 9.41 vs. ESPAX (8.77). ASVRX return over 5 years is better than : -2.45 vs. ESPAX (-3.80).
| ASVRX | ESPAX | ASVRX / ESPAX | |
| Total Expense Ratio | 1.58 | 1.23 | 128% |
| Annual Report Gross Expense Ratio | 1.58 | 1.23 | 128% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 21.445 | 13.795 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 2.54B | 118% |
| Annual Yield % from dividends | 0.42 | 0.63 | 66% |
| Returns for 1 year | 9.41 | 8.77 | 107% |
| Returns for 3 years | 6.73 | 4.29 | 157% |
| Returns for 5 years | -2.45 | -3.80 | 64% |
| Returns for 10 years | 35.69 | 41.29 | 86% |
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