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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVFAX (4.12B). SVFAX pays higher dividends than AWSHX: SVFAX (1.40) vs AWSHX (1.20). 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: 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 : 30.79 vs. AWSHX (6.76). SVFAX return over 5 years is better than : 58.37 vs. AWSHX (27.56).
| 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 | 4.890 | 21.305 | 23% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.12B | 5,322% |
| Annual Yield % from dividends | 1.20 | 1.40 | 86% |
| Returns for 1 year | 6.76 | 30.79 | 22% |
| Returns for 3 years | 27.11 | 43.69 | 62% |
| Returns for 5 years | 27.56 | 58.37 | 47% |
| Returns for 10 years | 78.71 | 179.79 | 44% |
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