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AWSHX vs STVYX
AWSHX vs STVYX Comparison
Open Charts AWSHX vs STVYX
AWSHX vs STVYX Comparison Chart in %
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AWSHX vs. STVYX commentary
Jul 12, 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 STVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. STVYX (562M). STVYX pays higher dividends than AWSHX: STVYX (1.28) vs AWSHX (1.22). AWSHX was incepted earlier than STVYX: AWSHX (74 years) vs STVYX (11 years). STVYX (0.89) is less costly to investors than AWSHX (0.55). STVYX is a more actively managed with annual turnover of: 43.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than STVYX: AWSHX (250) vs STVYX (100000). AWSHX annual gain was more profitable for investors over the last year : 5.38 vs. STVYX (-10.90). AWSHX return over 5 years is better than : 26.87 vs. STVYX (-15.52).
| AWSHX | STVYX | AWSHX / STVYX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.55 | 0.89 | 62% |
| Fund Existence | 74 years | 11 years | - |
| Gain YTD | 4.010 | 6.137 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 562M | 38,968% |
| Annual Yield % from dividends | 1.22 | 1.28 | 95% |
| Returns for 1 year | 5.38 | -10.90 | -49% |
| Returns for 3 years | 30.10 | -15.94 | -189% |
| Returns for 5 years | 26.87 | -15.52 | -173% |
| Returns for 10 years | 76.91 | 20.26 | 380% |