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ASVRX vs ESPCX
ASVRX vs ESPCX Comparison
Open Charts ASVRX vs ESPCX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
Allspring Special Small Cap Value C
Price$32.56
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets4.53B
ASVRX vs ESPCX Comparison Chart in %
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ASVRX vs. ESPCX commentary
Jul 06, 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 StrongBuy and ESPCX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. ESPCX (4.53B). ASVRX pays higher dividends than ESPCX: ASVRX (0.42) vs ESPCX (0.19). 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: 39.00 vs. ESPCX (22.00). 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 : -1.10 vs. ESPCX (-7.34). ASVRX return over 5 years is better than : 67.04 vs. ESPCX (34.81).
| 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 | -2.555 | -3.526 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 4.53B | 106% |
| Annual Yield % from dividends | 0.42 | 0.19 | 218% |
| Returns for 1 year | -1.10 | -7.34 | 15% |
| Returns for 3 years | 11.16 | 1.88 | 594% |
| Returns for 5 years | 67.04 | 34.81 | 193% |
| Returns for 10 years | 10.24 | 24.66 | 42% |
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