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AWSHX vs SVFDX
AWSHX vs SVFDX Comparison
Open Charts AWSHX vs SVFDX
AWSHX vs SVFDX Comparison Chart in %
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AWSHX vs. SVFDX commentary
Jun 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 Hold and SVFDX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. SVFDX (3.88B). SVFDX (1.19) and AWSHX (1.19) have matching dividends . AWSHX was incepted earlier than SVFDX: AWSHX (74 years) vs SVFDX (12 years). SVFDX (2.91) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. SVFDX (16.25). AWSHX has a lower initial minimum investment than SVFDX: AWSHX (250) vs SVFDX (25000). SVFDX annual gain was more profitable for investors over the last year : 29.25 vs. AWSHX (7.86). SVFDX return over 5 years is better than : 47.06 vs. AWSHX (25.50).
| AWSHX | SVFDX | AWSHX / SVFDX | |
| Total Expense Ratio | 0.55 | 1.60 | 34% |
| Annual Report Gross Expense Ratio | 0.55 | 2.91 | 19% |
| Fund Existence | 74 years | 12 years | - |
| Gain YTD | 5.471 | 12.761 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 3.88B | 5,520% |
| Annual Yield % from dividends | 1.19 | 1.19 | 100% |
| Returns for 1 year | 7.86 | 29.25 | 27% |
| Returns for 3 years | 32.15 | 45.43 | 71% |
| Returns for 5 years | 25.50 | 47.06 | 54% |
| Returns for 10 years | 83.43 | 152.55 | 55% |