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AWSHX vs SVFKX
AWSHX vs SVFKX Comparison
Open Charts AWSHX vs SVFKX
AWSHX vs SVFKX Comparison Chart in %
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AWSHX vs. SVFKX commentary
Jul 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 Hold and SVFKX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVFKX (4.1B). SVFKX (1.24) and AWSHX (1.22) have matching dividends . AWSHX was incepted earlier than SVFKX: AWSHX (74 years) vs SVFKX (12 years). SVFKX (1.76) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. SVFKX (16.25). AWSHX has a lower initial minimum investment than SVFKX: AWSHX (250) vs SVFKX (25000). SVFKX annual gain was more profitable for investors over the last year : 26.71 vs. AWSHX (4.30). SVFKX return over 5 years is better than : 55.76 vs. AWSHX (26.19).
| AWSHX | SVFKX | AWSHX / SVFKX | |
| Total Expense Ratio | 0.55 | 1.45 | 38% |
| Annual Report Gross Expense Ratio | 0.55 | 1.76 | 31% |
| Fund Existence | 74 years | 12 years | - |
| Gain YTD | 3.594 | 20.336 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.1B | 5,345% |
| Annual Yield % from dividends | 1.22 | 1.24 | 98% |
| Returns for 1 year | 4.30 | 26.71 | 16% |
| Returns for 3 years | 25.95 | 41.70 | 62% |
| Returns for 5 years | 26.19 | 55.76 | 47% |
| Returns for 10 years | 75.17 | 173.65 | 43% |
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