Interact to see
Advertisement
Advertisement
AWSHX vs SVFAX
AWSHX vs SVFAX Comparison
Open Charts AWSHX vs SVFAX
AWSHX vs SVFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. SVFAX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVFAX (4B). SVFAX pays higher dividends than AWSHX: SVFAX (1.46) vs AWSHX (1.22). AWSHX was incepted earlier than SVFAX: AWSHX (74 years) vs SVFAX (12 years). SVFAX (1.23) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 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 : 25.61 vs. AWSHX (5.52). SVFAX return over 5 years is better than : 54.51 vs. AWSHX (26.81).
| 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 | 12 years | - |
| Gain YTD | 3.732 | 17.301 | 22% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4B | 5,478% |
| Annual Yield % from dividends | 1.22 | 1.46 | 84% |
| Returns for 1 year | 5.52 | 25.61 | 22% |
| Returns for 3 years | 28.24 | 43.19 | 65% |
| Returns for 5 years | 26.81 | 54.51 | 49% |
| Returns for 10 years | 75.70 | 166.13 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement