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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
Aug 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 Buy and STVTX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. STVTX (275M). STVTX (1.23) and AWSHX (1.20) 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 : 9.51 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. STVTX (-23.51).
| 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 | 4.890 | 14.876 | 33% |
| 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 | 1.20 | 1.23 | 98% |
| Returns for 1 year | 6.76 | 9.51 | 71% |
| Returns for 3 years | 27.11 | 8.51 | 319% |
| Returns for 5 years | 27.56 | -23.51 | -117% |
| Returns for 10 years | 78.71 | -19.68 | -400% |
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