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ASVRX vs SPSAX
ASVRX vs SPSAX Comparison
Open Charts ASVRX vs SPSAX
American Century Small Cap Value R
Price$9.75
Change+$0.13 (+1.35%)
VolumeN/A
Net Assets4.65B
Sterling Capital Behav Sm Cp Val Eq A
Price$19.50
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets96.7M
ASVRX vs SPSAX Comparison Chart in %
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ASVRX vs. SPSAX commentary
Jul 18, 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: 4.65B vs. SPSAX (96.7M). SPSAX pays higher dividends than ASVRX: SPSAX (1.18) vs ASVRX (0.42). 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 : -8.80 vs. ASVRX (-11.55). SPSAX return over 5 years is better than : 75.43 vs. ASVRX (60.14).
| 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 | -5.023 | -1.025 | 490% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 96.7M | 4,812% |
| Annual Yield % from dividends | 0.42 | 1.18 | 35% |
| Returns for 1 year | -11.55 | -8.80 | 131% |
| Returns for 3 years | 8.47 | 13.84 | 61% |
| Returns for 5 years | 60.14 | 75.43 | 80% |
| Returns for 10 years | 7.10 | 40.88 | 17% |
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