Interact to see
Advertisement
Advertisement
AWSHX vs SVAYX
AWSHX vs SVAYX Comparison
Open Charts AWSHX vs SVAYX
AWSHX vs SVAYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. SVAYX commentary
Aug 23, 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 SVAYX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVAYX (1.43B). SVAYX pays higher dividends than AWSHX: SVAYX (1.65) vs AWSHX (1.20). 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 : 13.08 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. SVAYX (23.64).
| 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 | 6.463 | 18.641 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.43B | 15,213% |
| Annual Yield % from dividends | 1.20 | 1.65 | 73% |
| Returns for 1 year | 7.27 | 13.08 | 56% |
| Returns for 3 years | 33.24 | 35.68 | 93% |
| Returns for 5 years | 28.09 | 23.64 | 119% |
| Returns for 10 years | 78.89 | 75.19 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers