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ASVRX vs HSMSX
ASVRX vs HSMSX Comparison
Open Charts ASVRX vs HSMSX
ASVRX vs HSMSX Comparison Chart in %
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ASVRX vs. HSMSX commentary
Jun 24, 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 Buy and HSMSX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.99B vs. HSMSX (279M). HSMSX pays higher dividends than ASVRX: HSMSX (0.81) vs ASVRX (0.54). ASVRX was incepted earlier than HSMSX: ASVRX (16 years) vs HSMSX (15 years). ASVRX (1.58) is less costly to investors than HSMSX (1.27). HSMSX is a more actively managed with annual turnover of: 60.00 vs. ASVRX (42.00). HSMSX has a lower initial minimum investment than ASVRX: HSMSX (0) vs ASVRX (2500). HSMSX annual gain was more profitable for investors over the last year : 27.30 vs. ASVRX (9.31). HSMSX return over 5 years is better than : 12.14 vs. ASVRX (-6.77).
| ASVRX | HSMSX | ASVRX / HSMSX | |
| Total Expense Ratio | 1.58 | 1.21 | 131% |
| Annual Report Gross Expense Ratio | 1.58 | 1.27 | 124% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 17.016 | 18.084 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 279M | 1,072% |
| Annual Yield % from dividends | 0.54 | 0.81 | 67% |
| Returns for 1 year | 9.31 | 27.30 | 34% |
| Returns for 3 years | 13.87 | 45.27 | 31% |
| Returns for 5 years | -6.77 | 12.14 | -56% |
| Returns for 10 years | 37.02 | 46.94 | 79% |
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