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AWSHX vs SVAYX
AWSHX vs SVAYX Comparison
Open Charts AWSHX vs SVAYX
AWSHX vs SVAYX Comparison Chart in %
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AWSHX vs. SVAYX 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 SVAYX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. SVAYX (1.4B). SVAYX pays higher dividends than AWSHX: SVAYX (1.76) vs AWSHX (1.19). AWSHX was incepted earlier than SVAYX: AWSHX (74 years) vs SVAYX (11 years). SVAYX (0.69) is less costly to investors than AWSHX (0.55). AWSHX (29.00) and SVAYX (28.00) have comparable annual turnover. AWSHX has a lower initial minimum investment than SVAYX: AWSHX (250) vs SVAYX (100000). SVAYX annual gain was more profitable for investors over the last year : 12.99 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. SVAYX (13.44).
| AWSHX | SVAYX | AWSHX / SVAYX | |
| Total Expense Ratio | 0.55 | 0.63 | 87% |
| Annual Report Gross Expense Ratio | 0.55 | 0.69 | 80% |
| Fund Existence | 74 years | 11 years | - |
| Gain YTD | 5.471 | 9.969 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 1.4B | 15,264% |
| Annual Yield % from dividends | 1.19 | 1.76 | 68% |
| Returns for 1 year | 7.86 | 12.99 | 61% |
| Returns for 3 years | 32.15 | 28.24 | 114% |
| Returns for 5 years | 25.50 | 13.44 | 190% |
| Returns for 10 years | 83.43 | 69.12 | 121% |
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