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ASVRX vs SHDPX
ASVRX vs SHDPX Comparison
Open Charts ASVRX vs SHDPX
ASVRX vs SHDPX Comparison Chart in %
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ASVRX vs. SHDPX 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 SHDPX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.06B vs. SHDPX (21.3M). ASVRX pays higher dividends than SHDPX: ASVRX (0.54) vs SHDPX (0.00). ASVRX was incepted earlier than SHDPX: ASVRX (16 years) vs SHDPX (9 years). SHDPX (1.73) is less costly to investors than ASVRX (1.58). SHDPX is a more actively managed with annual turnover of: 67.00 vs. ASVRX (39.00). ASVRX (2500) and SHDPX (2500) have matching initial minimum investment requirements. ASVRX annual gain was more profitable for investors over the last year : 8.16 vs. SHDPX (-0.58). ASVRX return over 5 years is better than : -11.82 vs. SHDPX (-35.39).
| ASVRX | SHDPX | ASVRX / SHDPX | |
| Total Expense Ratio | 1.58 | 1.18 | 134% |
| Annual Report Gross Expense Ratio | 1.58 | 1.73 | 91% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 13.403 | -6.311 | -212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 21.3M | 14,357% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 8.16 | -0.58 | -1,413% |
| Returns for 3 years | 11.35 | -22.71 | -50% |
| Returns for 5 years | -11.82 | -35.39 | 33% |
| Returns for 10 years | 26.97 | N/A | - |
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