AVANX
Price
$19.98
Change
+$0.10 (+0.50%)
Updated
Sep 11 closing price
Net Assets
671.71M
SBHSX
Price
$17.18
Change
+$0.14 (+0.82%)
Updated
Sep 11 closing price
Net Assets
86.21M
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AVANX vs SBHSX

AVANX vs SBHSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AVANX has more cash in the bank: 672M vs. SBHSX (86.2M). SBHSX pays higher dividends than AVANX: SBHSX (4.24) vs AVANX (3.12). AVANX was incepted earlier than SBHSX: AVANX (6 years) vs SBHSX (12 years). SBHSX (1.80) is less costly to investors than AVANX (0.36). SBHSX is a more actively managed with annual turnover of: 105.00 vs. AVANX (31.00). AVANX has a lower initial minimum investment than SBHSX: AVANX (0) vs SBHSX (2500). AVANX annual gain was more profitable for investors over the last year : 23.99 vs. SBHSX (21.59). AVANX return over 5 years is better than : 87.36 vs. SBHSX (79.19).
AVANXSBHSXAVANX / SBHSX
Total Expense Ratio0.001.20-
Annual Report Gross Expense Ratio0.361.8020%
Fund Existence6 years12 years-
Gain YTD22.12714.674151%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets672M86.2M780%
Annual Yield % from dividends3.124.2474%
Returns for 1 year23.9921.59111%
Returns for 3 years98.5596.65102%
Returns for 5 years87.3679.19110%
Returns for 10 yearsN/A119.26-
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