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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 24, 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 SVFAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVFAX (4.28B). 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: 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 : 31.71 vs. AWSHX (7.27). SVFAX return over 5 years is better than : 66.01 vs. AWSHX (28.09).
| 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 | 6.463 | 26.656 | 24% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.28B | 5,096% |
| Annual Yield % from dividends | 1.20 | 1.40 | 86% |
| Returns for 1 year | 7.27 | 31.71 | 23% |
| Returns for 3 years | 33.24 | 56.12 | 59% |
| Returns for 5 years | 28.09 | 66.01 | 43% |
| Returns for 10 years | 78.89 | 184.99 | 43% |
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