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ASVRX vs LFVAX
ASVRX vs LFVAX Comparison
Open Charts ASVRX vs LFVAX
ASVRX vs LFVAX Comparison Chart in %
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ASVRX vs. LFVAX commentary
Jun 03, 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 LFVAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.06B vs. LFVAX (94.7M). ASVRX pays higher dividends than LFVAX: ASVRX (0.54) vs LFVAX (0.00). ASVRX was incepted earlier than LFVAX: ASVRX (16 years) vs LFVAX (26 years). ASVRX (1.58) is less costly to investors than LFVAX (1.35). LFVAX is a more actively managed with annual turnover of: 77.00 vs. ASVRX (39.00). LFVAX has a lower initial minimum investment than ASVRX: LFVAX (1500) vs ASVRX (2500). LFVAX annual gain was more profitable for investors over the last year : 20.68 vs. ASVRX (8.16). LFVAX return over 5 years is better than : -9.81 vs. ASVRX (-11.82).
| ASVRX | LFVAX | ASVRX / LFVAX | |
| Total Expense Ratio | 1.58 | 1.28 | 123% |
| Annual Report Gross Expense Ratio | 1.58 | 1.35 | 117% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 13.403 | 11.522 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 94.7M | 3,229% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 8.16 | 20.68 | 39% |
| Returns for 3 years | 11.35 | 21.73 | 52% |
| Returns for 5 years | -11.82 | -9.81 | 120% |
| Returns for 10 years | 26.97 | -10.65 | -253% |
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