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ASVRX vs SPSAX
ASVRX vs SPSAX Comparison
Open Charts ASVRX vs SPSAX
American Century Small Cap Value R
Price$9.16
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets4.54B
Sterling Capital Behav Sm Cp Val Eq A
Price$18.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
ASVRX vs SPSAX Comparison Chart
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ASVRX vs. SPSAX commentary
Jun 06, 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 Hold and SPSAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. SPSAX (92.2M). 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: 154.69 vs. ASVRX (46.00). 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 : -6.62 vs. ASVRX (-8.93). SPSAX return over 5 years is better than : 52.79 vs. ASVRX (39.63).
| 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 | -9.467 | -5.891 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 92.2M | 4,925% |
| Annual Yield % from dividends | 0.53 | 1.22 | 44% |
| Returns for 1 year | -8.93 | -6.62 | 135% |
| Returns for 3 years | -5.87 | -4.82 | 122% |
| Returns for 5 years | 39.63 | 52.79 | 75% |
| Returns for 10 years | 2.65 | 34.74 | 8% |
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