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ASVRX vs HWSZX
ASVRX vs HWSZX Comparison
Open Charts ASVRX vs HWSZX
ASVRX vs HWSZX Comparison Chart in %
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ASVRX vs. HWSZX 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 HWSZX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. HWSZX (864M). HWSZX pays higher dividends than ASVRX: HWSZX (0.94) vs ASVRX (0.42). ASVRX was incepted earlier than HWSZX: ASVRX (17 years) vs HWSZX (7 years). ASVRX (1.60) is less costly to investors than HWSZX (0.89). HWSZX is a more actively managed with annual turnover of: 53.00 vs. ASVRX (42.00). ASVRX has a lower initial minimum investment than HWSZX: ASVRX (2500) vs HWSZX (1000000). HWSZX annual gain was more profitable for investors over the last year : 21.92 vs. ASVRX (0.25). HWSZX return over 5 years is better than : 44.43 vs. ASVRX (-2.93).
| ASVRX | HWSZX | ASVRX / HWSZX | |
| Total Expense Ratio | 1.60 | 0.89 | 180% |
| Annual Report Gross Expense Ratio | 1.60 | 0.89 | 180% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 18.956 | 26.676 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 864M | 320% |
| Annual Yield % from dividends | 0.42 | 0.94 | 45% |
| Returns for 1 year | 0.25 | 21.92 | 1% |
| Returns for 3 years | 13.48 | 36.20 | 37% |
| Returns for 5 years | -2.93 | 44.43 | -7% |
| Returns for 10 years | 29.45 | N/A | - |
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