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AVANX vs SBSIX
AVANX vs SBSIX Comparison
Open Charts AVANX vs SBSIX
AVANX vs SBSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AVANX has more cash in the bank: 622M vs. SBSIX (79.3M). SBSIX pays higher dividends than AVANX: SBSIX (4.87) vs AVANX (3.38). AVANX was incepted earlier than SBSIX: AVANX (5 years) vs SBSIX (15 years). SBSIX (1.49) is less costly to investors than AVANX (0.36). SBSIX is a more actively managed with annual turnover of: 105.00 vs. AVANX (31.00). AVANX has a lower initial minimum investment than SBSIX: AVANX (0) vs SBSIX (250000). AVANX annual gain was more profitable for investors over the last year : 24.77 vs. SBSIX (21.51). AVANX return over 5 years is better than : 78.24 vs. SBSIX (66.83).
| AVANX | SBSIX | AVANX / SBSIX | |
| Total Expense Ratio | 0.00 | 1.05 | - |
| Annual Report Gross Expense Ratio | 0.36 | 1.49 | 24% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.203 | 4.931 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 79.3M | 784% |
| Annual Yield % from dividends | 3.38 | 4.87 | 69% |
| Returns for 1 year | 24.77 | 21.51 | 115% |
| Returns for 3 years | 81.65 | 76.66 | 107% |
| Returns for 5 years | 78.24 | 66.83 | 117% |
| Returns for 10 years | N/A | 113.70 | - |
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