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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
Sep 11, 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 CWSIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.79B vs. CWSIX (44.6M). CWSIX pays higher dividends than ASVRX: CWSIX (0.79) vs ASVRX (0.42). ASVRX was incepted earlier than CWSIX: ASVRX (17 years) vs CWSIX (14 years). ASVRX (1.60) is less costly to investors than CWSIX (1.22). CWSIX is a more actively managed with annual turnover of: 56.00 vs. ASVRX (42.00). CWSIX has a lower initial minimum investment than ASVRX: CWSIX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 1.65 vs. CWSIX (1.55). ASVRX return over 5 years is better than : -3.12 vs. CWSIX (-24.65).
| ASVRX | CWSIX | ASVRX / CWSIX | |
| Total Expense Ratio | 1.60 | 1.05 | 152% |
| Annual Report Gross Expense Ratio | 1.60 | 1.22 | 131% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 18.723 | 21.104 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 44.6M | 6,251% |
| Annual Yield % from dividends | 0.42 | 0.79 | 53% |
| Returns for 1 year | 1.65 | 1.55 | 106% |
| Returns for 3 years | 13.50 | -15.19 | -89% |
| Returns for 5 years | -3.12 | -24.65 | 13% |
| Returns for 10 years | 26.99 | -4.42 | -611% |
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