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AWSHX vs SVFAX
AWSHX vs SVFAX Comparison
Open Charts AWSHX vs SVFAX
AWSHX vs SVFAX Comparison Chart in %
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AWSHX vs. SVFAX commentary
Sep 15, 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 SVFAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVFAX (4.12B). SVFAX pays higher dividends than AWSHX: SVFAX (1.37) vs AWSHX (1.19). AWSHX was incepted earlier than SVFAX: AWSHX (74 years) vs SVFAX (13 years). SVFAX (1.23) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. SVFAX (16.25). AWSHX (6%) and SVFAX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than SVFAX: AWSHX (250) vs SVFAX (3000). SVFAX annual gain was more profitable for investors over the last year : 21.70 vs. AWSHX (1.84). SVFAX return over 5 years is better than : 60.41 vs. AWSHX (26.17).
| AWSHX | SVFAX | AWSHX / SVFAX | |
| Total Expense Ratio | 0.55 | 1.23 | 45% |
| Annual Report Gross Expense Ratio | 0.55 | 1.23 | 45% |
| Fund Existence | 74 years | 13 years | - |
| Gain YTD | 4.334 | 22.553 | 19% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.12B | 5,291% |
| Annual Yield % from dividends | 1.19 | 1.37 | 87% |
| Returns for 1 year | 1.84 | 21.70 | 8% |
| Returns for 3 years | 29.29 | 48.61 | 60% |
| Returns for 5 years | 26.17 | 60.41 | 43% |
| Returns for 10 years | 80.32 | 180.38 | 45% |
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