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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
Jul 06, 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 Buy and BASVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BASVX (190M). AWSHX pays higher dividends than BASVX: AWSHX (1.22) vs BASVX (0.96). 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 (29.00) and BASVX (29.00) have comparable annual turnover. 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 : 17.88 vs. AWSHX (6.44).
| 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 | 3.856 | 11.304 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 190M | 114,737% |
| Annual Yield % from dividends | 1.22 | 0.96 | 127% |
| Returns for 1 year | 6.44 | 17.88 | 36% |
| Returns for 3 years | 29.69 | 64.11 | 46% |
| Returns for 5 years | 26.69 | N/A | - |
| Returns for 10 years | 79.81 | 51.66 | 155% |
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