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ASVRX vs SHDYX
ASVRX vs SHDYX Comparison
Open Charts ASVRX vs SHDYX
ASVRX vs SHDYX Comparison Chart in %
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ASVRX vs. SHDYX commentary
Jun 17, 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 SHDYX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.02B vs. SHDYX (21M). ASVRX pays higher dividends than SHDYX: ASVRX (0.54) vs SHDYX (0.00). ASVRX was incepted earlier than SHDYX: ASVRX (16 years) vs SHDYX (9 years). ASVRX (1.58) is less costly to investors than SHDYX (1.46). SHDYX is a more actively managed with annual turnover of: 67.00 vs. ASVRX (42.00). ASVRX has a lower initial minimum investment than SHDYX: ASVRX (2500) vs SHDYX (100000). ASVRX annual gain was more profitable for investors over the last year : 9.18 vs. SHDYX (-5.45). ASVRX return over 5 years is better than : -6.00 vs. SHDYX (-32.92).
| ASVRX | SHDYX | ASVRX / SHDYX | |
| Total Expense Ratio | 1.58 | 0.97 | 163% |
| Annual Report Gross Expense Ratio | 1.58 | 1.46 | 108% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 17.133 | -6.151 | -279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 21M | 14,386% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 9.18 | -5.45 | -168% |
| Returns for 3 years | 9.59 | -25.12 | -38% |
| Returns for 5 years | -6.00 | -32.92 | 18% |
| Returns for 10 years | 34.92 | N/A | - |
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