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AWSHX vs STVZX
AWSHX vs STVZX Comparison
Open Charts AWSHX vs STVZX
AWSHX vs STVZX Comparison Chart in %
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AWSHX vs. STVZX commentary
Jun 04, 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 Hold and STVZX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. STVZX (271M). STVZX pays higher dividends than AWSHX: STVZX (1.95) vs AWSHX (1.19). AWSHX was incepted earlier than STVZX: AWSHX (74 years) vs STVZX (12 years). STVZX (0.89) is less costly to investors than AWSHX (0.55). STVZX is a more actively managed with annual turnover of: 157.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than STVZX: AWSHX (250) vs STVZX (2500000). STVZX annual gain was more profitable for investors over the last year : 13.66 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. STVZX (-24.52).
| AWSHX | STVZX | AWSHX / STVZX | |
| Total Expense Ratio | 0.55 | 0.72 | 76% |
| Annual Report Gross Expense Ratio | 0.55 | 0.89 | 62% |
| Fund Existence | 74 years | 12 years | - |
| Gain YTD | 5.471 | 13.599 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 271M | 78,967% |
| Annual Yield % from dividends | 1.19 | 1.95 | 61% |
| Returns for 1 year | 7.86 | 13.66 | 58% |
| Returns for 3 years | 32.15 | 16.50 | 195% |
| Returns for 5 years | 25.50 | -24.52 | -104% |
| Returns for 10 years | 83.43 | -16.42 | -508% |
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