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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
Jun 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 Hold and SVFAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. SVFAX (3.88B). SVFAX pays higher dividends than AWSHX: SVFAX (1.50) vs AWSHX (1.19). 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 : 29.85 vs. AWSHX (7.86). SVFAX return over 5 years is better than : 49.46 vs. AWSHX (25.50).
| 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 | 5.471 | 12.939 | 42% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 3.88B | 5,520% |
| Annual Yield % from dividends | 1.19 | 1.50 | 79% |
| Returns for 1 year | 7.86 | 29.85 | 26% |
| Returns for 3 years | 32.15 | 47.09 | 68% |
| Returns for 5 years | 25.50 | 49.46 | 52% |
| Returns for 10 years | 83.43 | 161.19 | 52% |
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