Interact to see
Advertisement
Advertisement
ASVRX vs NWHDX
ASVRX vs NWHDX Comparison
Open Charts ASVRX vs NWHDX
ASVRX vs NWHDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. NWHDX commentary
Sep 10, 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 NWHDX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.83B vs. NWHDX (132M). NWHDX pays higher dividends than ASVRX: NWHDX (0.94) vs ASVRX (0.42). ASVRX was incepted earlier than NWHDX: ASVRX (17 years) vs NWHDX (20 years). ASVRX (1.60) is less costly to investors than NWHDX (1.30). NWHDX is a more actively managed with annual turnover of: 404.58 vs. ASVRX (42.00). NWHDX has a lower initial minimum investment than ASVRX: NWHDX (2000) vs ASVRX (2500). NWHDX annual gain was more profitable for investors over the last year : 15.17 vs. ASVRX (3.51). NWHDX return over 5 years is better than : 21.20 vs. ASVRX (-1.46).
| ASVRX | NWHDX | ASVRX / NWHDX | |
| Total Expense Ratio | 1.60 | 1.23 | 130% |
| Annual Report Gross Expense Ratio | 1.60 | 1.30 | 123% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 22.222 | 22.899 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 132M | 2,142% |
| Annual Yield % from dividends | 0.42 | 0.94 | 45% |
| Returns for 1 year | 3.51 | 15.17 | 23% |
| Returns for 3 years | 16.59 | 36.24 | 46% |
| Returns for 5 years | -1.46 | 21.20 | -7% |
| Returns for 10 years | 31.86 | 57.65 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers