AWSHX
Price
$69.00
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
STVTX
Price
$11.39
Change
+$0.05 (+0.44%)
Updated
Aug 21 closing price
Net Assets
274.95M
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AWSHX vs STVTX

AWSHX vs STVTX Comparison Chart in %
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AWSHX vs. STVTX commentary
Aug 23, 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 StrongBuy and STVTX is a Buy.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. STVTX (275M). STVTX (1.23) and AWSHX (1.20) have matching dividends . AWSHX was incepted earlier than STVTX: AWSHX (74 years) vs STVTX (34 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 (32.00). 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 : 11.41 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. STVTX (-20.42).
AWSHXSTVTXAWSHX / STVTX
Total Expense Ratio0.550.8962%
Annual Report Gross Expense Ratio0.551.0851%
Fund Existence74 years34 years-
Gain YTD6.46317.66537%
Front Load6%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B275M79,273%
Annual Yield % from dividends1.201.2398%
Returns for 1 year7.2711.4164%
Returns for 3 years33.2416.72199%
Returns for 5 years28.09-20.42-138%
Returns for 10 years78.89-19.44-406%
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