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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
Sep 13, 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 SVAYX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVAYX (1.4B). SVAYX pays higher dividends than AWSHX: SVAYX (1.61) 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 is a more actively managed with annual turnover of: 32.00 vs. SVAYX (28.00). 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 : 8.61 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. SVAYX (23.22).
| 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 | 4.334 | 17.222 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.4B | 15,527% |
| Annual Yield % from dividends | 1.19 | 1.61 | 74% |
| Returns for 1 year | 1.84 | 8.61 | 21% |
| Returns for 3 years | 29.29 | 32.68 | 90% |
| Returns for 5 years | 26.17 | 23.22 | 113% |
| Returns for 10 years | 80.32 | 77.08 | 104% |
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