AVANX
Price
$18.67
Change
-$0.21 (-1.11%)
Updated
Jul 31 closing price
Net Assets
628.15M
SBHSX
Price
$16.14
Change
-$0.19 (-1.16%)
Updated
Jul 31 closing price
Net Assets
81.69M
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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: 628M vs. SBHSX (81.7M). SBHSX pays higher dividends than AVANX: SBHSX (4.52) vs AVANX (3.33). 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 (27.44) and SBHSX (26.24) have marching annual gain over last year. AVANX return over 5 years is better than : 79.11 vs. SBHSX (72.04).
AVANXSBHSXAVANX / SBHSX
Total Expense Ratio0.001.20-
Annual Report Gross Expense Ratio0.361.8020%
Fund Existence6 years12 years-
Gain YTD14.1208.617164%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets628M81.7M769%
Annual Yield % from dividends3.334.5274%
Returns for 1 year27.4426.24105%
Returns for 3 years81.8682.3299%
Returns for 5 years79.1172.04110%
Returns for 10 yearsN/A110.21-
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