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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 23, 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: 2.96B vs. ESPAX (2.48B). 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). ESPAX annual gain was more profitable for investors over the last year : 9.07 vs. ASVRX (7.69). ASVRX return over 5 years is better than : 1.09 vs. ESPAX (-0.82).
| 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 | 23.660 | 16.800 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 2.48B | 119% |
| Annual Yield % from dividends | 0.42 | 0.63 | 66% |
| Returns for 1 year | 7.69 | 9.07 | 85% |
| Returns for 3 years | 17.83 | 12.27 | 145% |
| Returns for 5 years | 1.09 | -0.82 | -134% |
| Returns for 10 years | 31.47 | 40.07 | 79% |
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