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AWSHX vs BASVX
AWSHX vs BASVX Comparison
Open Charts AWSHX vs BASVX
AWSHX vs BASVX Comparison Chart in %
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AWSHX vs. BASVX commentary
Aug 23, 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 AWSHX is a StrongBuy and BASVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BASVX (194M). AWSHX pays higher dividends than BASVX: AWSHX (1.20) vs BASVX (0.95). AWSHX was incepted earlier than BASVX: AWSHX (74 years) vs BASVX (3 years). BASVX (0.77) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. BASVX (29.00). AWSHX has a lower initial minimum investment than BASVX: AWSHX (250) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 20.25 vs. AWSHX (7.27).
| AWSHX | BASVX | AWSHX / BASVX | |
| Total Expense Ratio | 0.55 | 0.71 | 77% |
| Annual Report Gross Expense Ratio | 0.55 | 0.77 | 71% |
| Fund Existence | 74 years | 3 years | - |
| Gain YTD | 6.463 | 15.187 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 194M | 112,371% |
| Annual Yield % from dividends | 1.20 | 0.95 | 127% |
| Returns for 1 year | 7.27 | 20.25 | 36% |
| Returns for 3 years | 33.24 | 66.86 | 50% |
| Returns for 5 years | 28.09 | N/A | - |
| Returns for 10 years | 78.89 | 55.37 | 142% |
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