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ASVRX vs SPSDX
ASVRX vs SPSDX Comparison
Open Charts ASVRX vs SPSDX
ASVRX vs SPSDX Comparison Chart in %
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ASVRX vs. SPSDX commentary
Jun 21, 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 Buy and SPSDX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.01B vs. SPSDX (77.9M). SPSDX pays higher dividends than ASVRX: SPSDX (0.93) vs ASVRX (0.54). ASVRX was incepted earlier than SPSDX: ASVRX (16 years) vs SPSDX (16 years). SPSDX (1.84) is less costly to investors than ASVRX (1.58). SPSDX is a more actively managed with annual turnover of: 89.59 vs. ASVRX (42.00). SPSDX has a lower initial minimum investment than ASVRX: SPSDX (1000) vs ASVRX (2500). SPSDX annual gain was more profitable for investors over the last year : 20.96 vs. ASVRX (9.78). SPSDX return over 5 years is better than : 18.39 vs. ASVRX (-3.80).
| ASVRX | SPSDX | ASVRX / SPSDX | |
| Total Expense Ratio | 1.58 | 1.84 | 86% |
| Annual Report Gross Expense Ratio | 1.58 | 1.84 | 86% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 17.016 | 16.996 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 77.9M | 3,864% |
| Annual Yield % from dividends | 0.54 | 0.93 | 58% |
| Returns for 1 year | 9.78 | 20.96 | 47% |
| Returns for 3 years | 8.29 | 30.58 | 27% |
| Returns for 5 years | -3.80 | 18.39 | -21% |
| Returns for 10 years | 33.39 | 55.60 | 60% |
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