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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
Sep 10, 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 STVYX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. STVYX (561M). AWSHX pays higher dividends than STVYX: AWSHX (1.19) vs STVYX (1.11). 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 : 4.11 vs. STVYX (-10.03). AWSHX return over 5 years is better than : 26.36 vs. STVYX (-14.40).
| 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 | 5.044 | 9.481 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 561M | 38,859% |
| Annual Yield % from dividends | 1.19 | 1.11 | 108% |
| Returns for 1 year | 4.11 | -10.03 | -41% |
| Returns for 3 years | 30.31 | -13.38 | -226% |
| Returns for 5 years | 26.36 | -14.40 | -183% |
| Returns for 10 years | 81.01 | 26.94 | 301% |
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