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ASVRX vs SVPIX
ASVRX vs SVPIX Comparison
Open Charts ASVRX vs SVPIX
ASVRX vs SVPIX Comparison Chart in %
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ASVRX vs. SVPIX commentary
Sep 13, 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 SVPIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. SVPIX (4.87M). ASVRX pays higher dividends than SVPIX: ASVRX (0.42) vs SVPIX (0.00). ASVRX was incepted earlier than SVPIX: ASVRX (17 years) vs SVPIX (25 years). SVPIX (2.11) is less costly to investors than ASVRX (1.60). SVPIX is a more actively managed with annual turnover of: 1642.00 vs. ASVRX (42.00). ASVRX has a lower initial minimum investment than SVPIX: ASVRX (2500) vs SVPIX (15000). SVPIX annual gain was more profitable for investors over the last year : 18.94 vs. ASVRX (0.25). SVPIX return over 5 years is better than : 31.79 vs. ASVRX (-2.93).
| ASVRX | SVPIX | ASVRX / SVPIX | |
| Total Expense Ratio | 1.60 | 1.78 | 90% |
| Annual Report Gross Expense Ratio | 1.60 | 2.11 | 76% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 18.956 | 16.541 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 4.87M | 56,741% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 0.25 | 18.94 | 1% |
| Returns for 3 years | 13.48 | 43.97 | 31% |
| Returns for 5 years | -2.93 | 31.79 | -9% |
| Returns for 10 years | 29.45 | 90.45 | 33% |
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