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ASVRX vs ESPIX
ASVRX vs ESPIX Comparison
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ASVRX vs ESPIX Comparison Chart in %
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ASVRX vs. ESPIX commentary
Sep 12, 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 ESPIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. ESPIX (2.26B). ESPIX pays higher dividends than ASVRX: ESPIX (0.67) vs ASVRX (0.42). ASVRX was incepted earlier than ESPIX: ASVRX (17 years) vs ESPIX (30 years). ASVRX (1.60) is less costly to investors than ESPIX (1.20). ASVRX is a more actively managed with annual turnover of: 42.00 vs. ESPIX (28.00). ASVRX has a lower initial minimum investment than ESPIX: ASVRX (2500) vs ESPIX (1000000). ESPIX annual gain was more profitable for investors over the last year : 2.06 vs. ASVRX (0.25). ASVRX return over 5 years is better than : -2.93 vs. ESPIX (-4.24).
| ASVRX | ESPIX | ASVRX / ESPIX | |
| Total Expense Ratio | 1.60 | 1.20 | 133% |
| Annual Report Gross Expense Ratio | 1.60 | 1.20 | 133% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 18.956 | 12.072 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 2.26B | 122% |
| Annual Yield % from dividends | 0.42 | 0.67 | 63% |
| Returns for 1 year | 0.25 | 2.06 | 12% |
| Returns for 3 years | 13.48 | 8.83 | 153% |
| Returns for 5 years | -2.93 | -4.24 | 69% |
| Returns for 10 years | 29.45 | 39.84 | 74% |
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