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ASVRX vs HSMRX
ASVRX vs HSMRX Comparison
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ASVRX vs HSMRX Comparison Chart in %
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ASVRX vs. HSMRX commentary
Sep 13, 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 HSMRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. HSMRX (293M). HSMRX pays higher dividends than ASVRX: HSMRX (0.55) vs ASVRX (0.42). ASVRX was incepted earlier than HSMRX: ASVRX (17 years) vs HSMRX (15 years). ASVRX (1.60) and HSMRX (1.57) have similar cost to investors . HSMRX is a more actively managed with annual turnover of: 60.00 vs. ASVRX (42.00). HSMRX has a lower initial minimum investment than ASVRX: HSMRX (0) vs ASVRX (2500). HSMRX annual gain was more profitable for investors over the last year : 10.10 vs. ASVRX (0.25). HSMRX return over 5 years is better than : 14.75 vs. ASVRX (-2.93).
| ASVRX | HSMRX | ASVRX / HSMRX | |
| Total Expense Ratio | 1.60 | 1.51 | 106% |
| Annual Report Gross Expense Ratio | 1.60 | 1.57 | 102% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 18.956 | 16.537 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 293M | 944% |
| Annual Yield % from dividends | 0.42 | 0.55 | 77% |
| Returns for 1 year | 0.25 | 10.10 | 3% |
| Returns for 3 years | 13.48 | 37.57 | 36% |
| Returns for 5 years | -2.93 | 14.75 | -20% |
| Returns for 10 years | 29.45 | 31.15 | 95% |
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| Vanguard Target Maturity 2031 Crp Bd ETF | |||