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ASVRX vs SPSAX
ASVRX vs SPSAX Comparison
Open Charts ASVRX vs SPSAX
ASVRX vs SPSAX Comparison Chart in %
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ASVRX vs. SPSAX commentary
Jul 14, 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 Hold and SPSAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.01B vs. SPSAX (80.6M). SPSAX pays higher dividends than ASVRX: SPSAX (1.13) vs ASVRX (0.42). ASVRX was incepted earlier than SPSAX: ASVRX (16 years) vs SPSAX (16 years). ASVRX (1.58) is less costly to investors than SPSAX (1.09). SPSAX is a more actively managed with annual turnover of: 89.59 vs. ASVRX (42.00). 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 : 20.94 vs. ASVRX (4.86). SPSAX return over 5 years is better than : 29.18 vs. ASVRX (-2.41).
| ASVRX | SPSAX | ASVRX / SPSAX | |
| Total Expense Ratio | 1.58 | 1.09 | 145% |
| Annual Report Gross Expense Ratio | 1.58 | 1.09 | 145% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 20.047 | 21.687 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 80.6M | 3,736% |
| Annual Yield % from dividends | 0.42 | 1.13 | 37% |
| Returns for 1 year | 4.86 | 20.94 | 23% |
| Returns for 3 years | 9.59 | 37.74 | 25% |
| Returns for 5 years | -2.41 | 29.18 | -8% |
| Returns for 10 years | 32.77 | 72.76 | 45% |
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