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AWSHX vs BASVX
AWSHX vs BASVX Comparison
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AWSHX vs BASVX Comparison Chart in %
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AWSHX vs. BASVX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. BASVX (189M). 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 (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 : 19.69 vs. AWSHX (6.76).
| 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 | 4.890 | 12.275 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 189M | 115,873% |
| Annual Yield % from dividends | 1.20 | 0.95 | 127% |
| Returns for 1 year | 6.76 | 19.69 | 34% |
| Returns for 3 years | 27.11 | 57.42 | 47% |
| Returns for 5 years | 27.56 | N/A | - |
| Returns for 10 years | 78.71 | 51.72 | 152% |
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