AVANX
Price
$18.34
Change
-$0.18 (-0.97%)
Updated
Jul 13 closing price
Net Assets
622.02M
SBHSX
Price
$15.47
Change
-$0.10 (-0.64%)
Updated
Jul 13 closing price
Net Assets
79.34M
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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: 622M vs. SBHSX (79.3M). SBHSX pays higher dividends than AVANX: SBHSX (4.79) vs AVANX (3.38). AVANX was incepted earlier than SBHSX: AVANX (5 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 : 24.77 vs. SBHSX (21.33). AVANX return over 5 years is better than : 78.24 vs. SBHSX (65.84).
AVANXSBHSXAVANX / SBHSX
Total Expense Ratio0.001.20-
Annual Report Gross Expense Ratio0.361.8020%
Fund Existence5 years12 years-
Gain YTD13.2034.781276%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets622M79.3M784%
Annual Yield % from dividends3.384.7971%
Returns for 1 year24.7721.33116%
Returns for 3 years81.6576.05107%
Returns for 5 years78.2465.84119%
Returns for 10 yearsN/A109.92-
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