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AWSHX vs STVTX
AWSHX vs STVTX Comparison
Open Charts AWSHX vs STVTX
AWSHX vs STVTX Comparison Chart in %
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AWSHX vs. STVTX commentary
Jun 04, 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 STVTX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. STVTX (271M). STVTX pays higher dividends than AWSHX: STVTX (1.27) vs AWSHX (1.19). AWSHX was incepted earlier than STVTX: AWSHX (74 years) vs STVTX (33 years). STVTX (1.08) is less costly to investors than AWSHX (0.55). STVTX is a more actively managed with annual turnover of: 157.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than STVTX: AWSHX (250) vs STVTX (100000). STVTX annual gain was more profitable for investors over the last year : 13.29 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. STVTX (-26.04).
| AWSHX | STVTX | AWSHX / STVTX | |
| Total Expense Ratio | 0.55 | 0.89 | 62% |
| Annual Report Gross Expense Ratio | 0.55 | 1.08 | 51% |
| Fund Existence | 74 years | 33 years | - |
| Gain YTD | 5.471 | 13.533 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 271M | 78,967% |
| Annual Yield % from dividends | 1.19 | 1.27 | 94% |
| Returns for 1 year | 7.86 | 13.29 | 59% |
| Returns for 3 years | 32.15 | 15.23 | 211% |
| Returns for 5 years | 25.50 | -26.04 | -98% |
| Returns for 10 years | 83.43 | -19.11 | -437% |
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