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ASVRX vs HWVAX
ASVRX vs HWVAX Comparison
Open Charts ASVRX vs HWVAX
ASVRX vs HWVAX Comparison Chart in %
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ASVRX vs. HWVAX commentary
Sep 19, 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 HWVAX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.75B vs. HWVAX (875M). HWVAX pays higher dividends than ASVRX: HWVAX (0.59) vs ASVRX (0.42). ASVRX was incepted earlier than HWVAX: ASVRX (17 years) vs HWVAX (12 years). ASVRX (1.60) is less costly to investors than HWVAX (1.11). HWVAX is a more actively managed with annual turnover of: 60.00 vs. ASVRX (42.00). ASVRX (2500) and HWVAX (2500) have matching initial minimum investment requirements. HWVAX annual gain was more profitable for investors over the last year : 18.95 vs. ASVRX (-2.02). HWVAX return over 5 years is better than : 16.04 vs. ASVRX (-4.88).
| ASVRX | HWVAX | ASVRX / HWVAX | |
| Total Expense Ratio | 1.60 | 1.06 | 151% |
| Annual Report Gross Expense Ratio | 1.60 | 1.11 | 144% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 15.807 | 20.369 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 875M | 314% |
| Annual Yield % from dividends | 0.42 | 0.59 | 71% |
| Returns for 1 year | -2.02 | 18.95 | -11% |
| Returns for 3 years | 11.62 | 28.08 | 41% |
| Returns for 5 years | -4.88 | 16.04 | -30% |
| Returns for 10 years | 25.56 | 62.50 | 41% |
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