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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
Jul 14, 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: 3.01B vs. ESPIX (2.81B). ESPIX pays higher dividends than ASVRX: ESPIX (0.66) vs ASVRX (0.42). ASVRX was incepted earlier than ESPIX: ASVRX (16 years) vs ESPIX (30 years). ASVRX (1.58) is less costly to investors than ESPIX (1.17). 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 : 5.97 vs. ASVRX (4.86). ASVRX return over 5 years is better than : -2.41 vs. ESPIX (-2.67).
| ASVRX | ESPIX | ASVRX / ESPIX | |
| Total Expense Ratio | 1.58 | 1.17 | 135% |
| Annual Report Gross Expense Ratio | 1.58 | 1.17 | 135% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | 20.047 | 13.177 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 2.81B | 107% |
| Annual Yield % from dividends | 0.42 | 0.66 | 64% |
| Returns for 1 year | 4.86 | 5.97 | 81% |
| Returns for 3 years | 9.59 | 7.66 | 125% |
| Returns for 5 years | -2.41 | -2.67 | 90% |
| Returns for 10 years | 32.77 | 42.25 | 78% |
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