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ASVRX vs SPSAX
ASVRX vs SPSAX Comparison
Open Charts ASVRX vs SPSAX
American Century Small Cap Value R
Price$9.46
Change+$0.15 (+1.61%)
VolumeN/A
Net Assets4.55B
Sterling Capital Behav Sm Cp Val Eq A
Price$19.03
Change+$0.28 (+1.49%)
VolumeN/A
Net Assets93.98M
ASVRX vs SPSAX Comparison Chart in %
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ASVRX vs. SPSAX commentary
Jun 27, 2025
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 StrongBuy and SPSAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.55B vs. SPSAX (94M). SPSAX pays higher dividends than ASVRX: SPSAX (1.22) vs ASVRX (0.53). ASVRX was incepted earlier than SPSAX: ASVRX (15 years) vs SPSAX (15 years). ASVRX (1.59) is less costly to investors than SPSAX (1.09). SPSAX is a more actively managed with annual turnover of: 74.00 vs. ASVRX (39.00). SPSAX has a lower initial minimum investment than ASVRX: SPSAX (1000) vs ASVRX (2500). SPSAX annual gain was more profitable for investors over the last year : -2.84 vs. ASVRX (-5.96). SPSAX return over 5 years is better than : 80.73 vs. ASVRX (62.70).
| ASVRX | SPSAX | ASVRX / SPSAX | |
| Total Expense Ratio | 1.59 | 1.09 | 146% |
| Annual Report Gross Expense Ratio | 1.59 | 1.09 | 146% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | -8.084 | -3.945 | 205% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 94M | 4,838% |
| Annual Yield % from dividends | 0.53 | 1.22 | 44% |
| Returns for 1 year | -5.96 | -2.84 | 210% |
| Returns for 3 years | 2.91 | 8.87 | 33% |
| Returns for 5 years | 62.70 | 80.73 | 78% |
| Returns for 10 years | 3.88 | 37.72 | 10% |
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