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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
ASVRX vs CWSIX Comparison Chart in %
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ASVRX vs. CWSIX commentary
Jun 03, 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 CWSIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.06B vs. CWSIX (44.1M). CWSIX pays higher dividends than ASVRX: CWSIX (0.83) vs ASVRX (0.54). ASVRX was incepted earlier than CWSIX: ASVRX (16 years) vs CWSIX (14 years). ASVRX (1.58) is less costly to investors than CWSIX (1.22). CWSIX is a more actively managed with annual turnover of: 56.00 vs. ASVRX (39.00). CWSIX has a lower initial minimum investment than ASVRX: CWSIX (1000) vs ASVRX (2500). CWSIX annual gain was more profitable for investors over the last year : 9.46 vs. ASVRX (8.16). ASVRX return over 5 years is better than : -11.82 vs. CWSIX (-31.82).
| ASVRX | CWSIX | ASVRX / CWSIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.22 | 130% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 13.403 | 16.802 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 44.1M | 6,934% |
| Annual Yield % from dividends | 0.54 | 0.83 | 65% |
| Returns for 1 year | 8.16 | 9.46 | 86% |
| Returns for 3 years | 11.35 | -16.69 | -68% |
| Returns for 5 years | -11.82 | -31.82 | 37% |
| Returns for 10 years | 26.97 | -2.59 | -1,042% |
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