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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
Jul 14, 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 STVTX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. STVTX (275M). STVTX (1.24) and AWSHX (1.22) have matching dividends . 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 : 7.39 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. STVTX (-23.55).
| 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 | 3.732 | 13.636 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 275M | 79,636% |
| Annual Yield % from dividends | 1.22 | 1.24 | 98% |
| Returns for 1 year | 5.52 | 7.39 | 75% |
| Returns for 3 years | 28.24 | 10.66 | 265% |
| Returns for 5 years | 26.81 | -23.55 | -114% |
| Returns for 10 years | 75.70 | -21.71 | -349% |
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