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ASVRX vs SNWIX
ASVRX vs SNWIX Comparison
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ASVRX vs SNWIX Comparison Chart in %
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ASVRX vs. SNWIX 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 SNWIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. SNWIX (93.3M). SNWIX pays higher dividends than ASVRX: SNWIX (1.98) vs ASVRX (0.42). ASVRX was incepted earlier than SNWIX: ASVRX (17 years) vs SNWIX (16 years). SNWIX (1.71) is less costly to investors than ASVRX (1.60). ASVRX is a more actively managed with annual turnover of: 42.00 vs. SNWIX (20.00). ASVRX has a lower initial minimum investment than SNWIX: ASVRX (2500) vs SNWIX (1000000). SNWIX annual gain was more profitable for investors over the last year : 20.70 vs. ASVRX (0.25). SNWIX return over 5 years is better than : 85.76 vs. ASVRX (-2.93).
| ASVRX | SNWIX | ASVRX / SNWIX | |
| Total Expense Ratio | 1.60 | 0.95 | 168% |
| Annual Report Gross Expense Ratio | 1.60 | 1.71 | 94% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 18.956 | 14.293 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 93.3M | 2,964% |
| Annual Yield % from dividends | 0.42 | 1.98 | 21% |
| Returns for 1 year | 0.25 | 20.70 | 1% |
| Returns for 3 years | 13.48 | 73.98 | 18% |
| Returns for 5 years | -2.93 | 85.76 | -3% |
| Returns for 10 years | 29.45 | 214.20 | 14% |
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