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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
Sep 14, 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: 2.79B vs. ESPAX (2.27B). ESPAX pays higher dividends than ASVRX: ESPAX (0.63) vs ASVRX (0.42). ASVRX was incepted earlier than ESPAX: ASVRX (17 years) vs ESPAX (33 years). ASVRX (1.60) is less costly to investors than ESPAX (1.26). 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). ESPAX annual gain was more profitable for investors over the last year : 2.47 vs. ASVRX (0.25). ASVRX return over 5 years is better than : -2.93 vs. ESPAX (-4.69).
| ASVRX | ESPAX | ASVRX / ESPAX | |
| Total Expense Ratio | 1.60 | 1.26 | 127% |
| Annual Report Gross Expense Ratio | 1.60 | 1.26 | 127% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 18.956 | 12.822 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 2.27B | 123% |
| Annual Yield % from dividends | 0.42 | 0.63 | 67% |
| Returns for 1 year | 0.25 | 2.47 | 10% |
| Returns for 3 years | 13.48 | 8.79 | 153% |
| Returns for 5 years | -2.93 | -4.69 | 63% |
| Returns for 10 years | 29.45 | 38.39 | 77% |
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