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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
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 SVFDX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVFDX (4.12B). AWSHX pays higher dividends than SVFDX: AWSHX (1.20) vs SVFDX (1.11). 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 : 30.18 vs. AWSHX (6.76). SVFDX return over 5 years is better than : 55.80 vs. AWSHX (27.56).
| 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 | 4.890 | 21.037 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.12B | 5,322% |
| Annual Yield % from dividends | 1.20 | 1.11 | 108% |
| Returns for 1 year | 6.76 | 30.18 | 22% |
| Returns for 3 years | 27.11 | 42.06 | 64% |
| Returns for 5 years | 27.56 | 55.80 | 49% |
| Returns for 10 years | 78.71 | 170.59 | 46% |
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