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ASVRX vs ESPCX
ASVRX vs ESPCX Comparison
Open Charts ASVRX vs ESPCX
American Century Small Cap Value R
Price$9.18
Change-$0.20 (-2.13%)
VolumeN/A
Net Assets4.53B
Allspring Special Small Cap Value C
Price$30.57
Change-$0.61 (-1.96%)
VolumeN/A
Net Assets4.29B
ASVRX vs ESPCX Comparison Chart
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ASVRX vs. ESPCX commentary
Jun 16, 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 Hold and ESPCX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. ESPCX (4.29B). ASVRX pays higher dividends than ESPCX: ASVRX (0.53) vs ESPCX (0.20). ASVRX was incepted earlier than ESPCX: ASVRX (15 years) vs ESPCX (25 years). ESPCX (2.16) is less costly to investors than ASVRX (1.59). ASVRX is a more actively managed with annual turnover of: 46.00 vs. ESPCX (21.00). ESPCX has a lower initial minimum investment than ASVRX: ESPCX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -7.93 vs. ESPCX (-14.22). ASVRX return over 5 years is better than : 54.43 vs. ESPCX (26.05).
| ASVRX | ESPCX | ASVRX / ESPCX | |
| Total Expense Ratio | 1.59 | 2.16 | 74% |
| Annual Report Gross Expense Ratio | 1.59 | 2.16 | 74% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -9.467 | -9.422 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 4.29B | 106% |
| Annual Yield % from dividends | 0.53 | 0.20 | 274% |
| Returns for 1 year | -7.93 | -14.22 | 56% |
| Returns for 3 years | 3.45 | -4.34 | -79% |
| Returns for 5 years | 54.43 | 26.05 | 209% |
| Returns for 10 years | 0.77 | 14.64 | 5% |
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