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ASVRX vs ESPIX
ASVRX vs ESPIX Comparison
Open Charts ASVRX vs ESPIX
American Century Small Cap Value R
Price$10.09
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
Allspring Special Small Cap Value Adm
Price$40.22
Change-$0.12 (-0.30%)
VolumeN/A
CapitalizationN/A
ASVRX vs ESPIX Comparison Chart
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ASVRX vs. ESPIX commentary
Dec 25, 2024
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 ESPIX is a Sell.
FUNDAMENTALS
Fundamentals
ASVRX (5.24B) and ESPIX (5.15B) have equal amount of cash in the bank . ESPIX pays higher dividends than ASVRX: ESPIX (0.87) vs ASVRX (0.47). ASVRX was incepted earlier than ESPIX: ASVRX (15 years) vs ESPIX (28 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. ESPIX (22.00). ASVRX has a lower initial minimum investment than ESPIX: ASVRX (2500) vs ESPIX (1000000). ASVRX annual gain was more profitable for investors over the last year : 0.15 vs. ESPIX (-1.93). ASVRX return over 5 years is better than : 31.61 vs. ESPIX (13.80).
| ASVRX | ESPIX | ASVRX / ESPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 0.254 | -1.673 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 5.15B | 102% |
| Annual Yield % from dividends | 0.47 | 0.87 | 54% |
| Returns for 1 year | 0.15 | -1.93 | -8% |
| Returns for 3 years | -2.80 | -7.05 | 40% |
| Returns for 5 years | 31.61 | 13.80 | 229% |
| Returns for 10 years | 16.26 | 46.43 | 35% |
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