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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
Jul 27, 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: 219B vs. SMVLX (4.11B). SMVLX pays higher dividends than AWSHX: SMVLX (1.43) vs AWSHX (1.22). 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: 29.00 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 : 28.26 vs. AWSHX (5.14). SMVLX return over 5 years is better than : 58.02 vs. AWSHX (26.98).
| 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 | 4.242 | 20.969 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.11B | 5,328% |
| Annual Yield % from dividends | 1.22 | 1.43 | 85% |
| Returns for 1 year | 5.14 | 28.26 | 18% |
| Returns for 3 years | 26.51 | 43.37 | 61% |
| Returns for 5 years | 26.98 | 58.02 | 46% |
| Returns for 10 years | 76.01 | 172.13 | 44% |
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