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AWSHX vs SMVLX
AWSHX vs SMVLX Comparison
Open Charts AWSHX vs SMVLX
AWSHX vs SMVLX Comparison Chart in %
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AWSHX vs. SMVLX commentary
Aug 16, 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 SMVLX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SMVLX (4.2B). SMVLX pays higher dividends than AWSHX: SMVLX (1.38) vs AWSHX (1.20). AWSHX was incepted earlier than SMVLX: AWSHX (74 years) vs SMVLX (19 years). SMVLX (1.23) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. SMVLX (16.25). AWSHX has a lower initial minimum investment than SMVLX: AWSHX (250) vs SMVLX (3000). SMVLX annual gain was more profitable for investors over the last year : 28.45 vs. AWSHX (7.46). SMVLX return over 5 years is better than : 57.66 vs. AWSHX (28.20).
| AWSHX | SMVLX | AWSHX / SMVLX | |
| Total Expense Ratio | 0.55 | 1.23 | 45% |
| Annual Report Gross Expense Ratio | 0.55 | 1.23 | 45% |
| Fund Existence | 74 years | 19 years | - |
| Gain YTD | 7.358 | 24.052 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.2B | 5,194% |
| Annual Yield % from dividends | 1.20 | 1.38 | 87% |
| Returns for 1 year | 7.46 | 28.45 | 26% |
| Returns for 3 years | 33.08 | 48.29 | 69% |
| Returns for 5 years | 28.20 | 57.66 | 49% |
| Returns for 10 years | 80.66 | 179.71 | 45% |
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