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ASVRX vs LMVWX
ASVRX vs LMVWX Comparison
Open Charts ASVRX vs LMVWX
ASVRX vs LMVWX Comparison Chart in %
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ASVRX vs. LMVWX 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 LMVWX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. LMVWX (94.7M). ASVRX pays higher dividends than LMVWX: ASVRX (0.42) vs LMVWX (0.11). ASVRX was incepted earlier than LMVWX: ASVRX (17 years) vs LMVWX (7 years). ASVRX (1.60) is less costly to investors than LMVWX (1.06). LMVWX is a more actively managed with annual turnover of: 77.00 vs. ASVRX (42.00). LMVWX has a lower initial minimum investment than ASVRX: LMVWX (0) vs ASVRX (2500). LMVWX annual gain was more profitable for investors over the last year : 7.33 vs. ASVRX (0.25). LMVWX return over 5 years is better than : 5.37 vs. ASVRX (-2.93).
| ASVRX | LMVWX | ASVRX / LMVWX | |
| Total Expense Ratio | 1.60 | 0.99 | 162% |
| Annual Report Gross Expense Ratio | 1.60 | 1.06 | 151% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 18.956 | 13.161 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 94.7M | 2,920% |
| Annual Yield % from dividends | 0.42 | 0.11 | 399% |
| Returns for 1 year | 0.25 | 7.33 | 3% |
| Returns for 3 years | 13.48 | 21.94 | 61% |
| Returns for 5 years | -2.93 | 5.37 | -55% |
| Returns for 10 years | 29.45 | N/A | - |
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