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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
Jun 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 Hold and SMVLX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. SMVLX (3.88B). SMVLX pays higher dividends than AWSHX: SMVLX (1.48) vs AWSHX (1.19). AWSHX was incepted earlier than SMVLX: AWSHX (74 years) vs SMVLX (18 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 : 29.77 vs. AWSHX (7.86). SMVLX return over 5 years is better than : 49.38 vs. AWSHX (25.50).
| 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 | 18 years | - |
| Gain YTD | 5.471 | 12.943 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 3.88B | 5,520% |
| Annual Yield % from dividends | 1.19 | 1.48 | 81% |
| Returns for 1 year | 7.86 | 29.77 | 26% |
| Returns for 3 years | 32.15 | 46.91 | 69% |
| Returns for 5 years | 25.50 | 49.38 | 52% |
| Returns for 10 years | 83.43 | 160.90 | 52% |
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