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AWSHX vs SVFCX
AWSHX vs SVFCX Comparison
Open Charts AWSHX vs SVFCX
AWSHX vs SVFCX Comparison Chart in %
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AWSHX vs. SVFCX commentary
Jul 04, 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 SVFCX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVFCX (4.01B). AWSHX pays higher dividends than SVFCX: AWSHX (1.22) vs SVFCX (0.97). AWSHX was incepted earlier than SVFCX: AWSHX (74 years) vs SVFCX (6 years). SVFCX (1.82) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. SVFCX (16.25). AWSHX has a lower initial minimum investment than SVFCX: AWSHX (250) vs SVFCX (25000). SVFCX annual gain was more profitable for investors over the last year : 24.84 vs. AWSHX (6.44). SVFCX return over 5 years is better than : 45.49 vs. AWSHX (26.69).
| AWSHX | SVFCX | AWSHX / SVFCX | |
| Total Expense Ratio | 0.55 | 1.82 | 30% |
| Annual Report Gross Expense Ratio | 0.55 | 1.82 | 30% |
| Fund Existence | 74 years | 6 years | - |
| Gain YTD | 3.856 | 17.007 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.01B | 5,436% |
| Annual Yield % from dividends | 1.22 | 0.97 | 126% |
| Returns for 1 year | 6.44 | 24.84 | 26% |
| Returns for 3 years | 29.69 | 43.16 | 69% |
| Returns for 5 years | 26.69 | 45.49 | 59% |
| Returns for 10 years | 79.81 | N/A | - |