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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
Aug 11, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. STVYX (576M). AWSHX pays higher dividends than STVYX: AWSHX (1.20) vs STVYX (1.13). 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 (32.00). 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 : 8.73 vs. STVYX (-7.42). AWSHX return over 5 years is better than : 28.37 vs. STVYX (-13.77).
| 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 | 7.219 | 10.885 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 576M | 38,021% |
| Annual Yield % from dividends | 1.20 | 1.13 | 107% |
| Returns for 1 year | 8.73 | -7.42 | -118% |
| Returns for 3 years | 31.92 | -13.03 | -245% |
| Returns for 5 years | 28.37 | -13.77 | -206% |
| Returns for 10 years | 80.16 | 24.64 | 325% |
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