Interact to see
Advertisement
Advertisement
ASVRX vs HWSAX
ASVRX vs HWSAX Comparison
Open Charts ASVRX vs HWSAX
ASVRX vs HWSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. HWSAX commentary
Sep 12, 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 HWSAX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. HWSAX (864M). HWSAX pays higher dividends than ASVRX: HWSAX (0.54) vs ASVRX (0.42). ASVRX was incepted earlier than HWSAX: ASVRX (17 years) vs HWSAX (26 years). ASVRX (1.60) is less costly to investors than HWSAX (1.20). HWSAX is a more actively managed with annual turnover of: 53.00 vs. ASVRX (42.00). ASVRX (2500) and HWSAX (2500) have matching initial minimum investment requirements. HWSAX annual gain was more profitable for investors over the last year : 21.50 vs. ASVRX (0.25). HWSAX return over 5 years is better than : 42.29 vs. ASVRX (-2.93).
| ASVRX | HWSAX | ASVRX / HWSAX | |
| Total Expense Ratio | 1.60 | 1.20 | 133% |
| Annual Report Gross Expense Ratio | 1.60 | 1.20 | 133% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 18.956 | 26.372 | 72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 864M | 320% |
| Annual Yield % from dividends | 0.42 | 0.54 | 78% |
| Returns for 1 year | 0.25 | 21.50 | 1% |
| Returns for 3 years | 13.48 | 34.81 | 39% |
| Returns for 5 years | -2.93 | 42.29 | -7% |
| Returns for 10 years | 29.45 | 102.10 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers