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ASVRX vs SHEAX
ASVRX vs SHEAX Comparison
Open Charts ASVRX vs SHEAX
ASVRX vs SHEAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.99B vs. SHEAX (20M). ASVRX pays higher dividends than SHEAX: ASVRX (0.54) vs SHEAX (0.00). ASVRX was incepted earlier than SHEAX: ASVRX (16 years) vs SHEAX (5 years). SHEAX (1.88) is less costly to investors than ASVRX (1.58). SHEAX is a more actively managed with annual turnover of: 67.00 vs. ASVRX (42.00). ASVRX (2500) and SHEAX (2500) have matching initial minimum investment requirements. ASVRX annual gain was more profitable for investors over the last year : 9.31 vs. SHEAX (-6.13).
| ASVRX | SHEAX | ASVRX / SHEAX | |
| Total Expense Ratio | 1.58 | 1.26 | 125% |
| Annual Report Gross Expense Ratio | 1.58 | 1.88 | 84% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 17.016 | -6.230 | -273% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 20M | 14,960% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 9.31 | -6.13 | -152% |
| Returns for 3 years | 13.87 | -22.56 | -61% |
| Returns for 5 years | -6.77 | N/A | - |
| Returns for 10 years | 37.02 | N/A | - |
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