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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
Aug 14, 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 SVFKX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVFKX (4.18B). AWSHX (1.20) and SVFKX (1.19) 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: 32.00 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 : 27.03 vs. AWSHX (7.91). SVFKX return over 5 years is better than : 55.23 vs. AWSHX (28.70).
| 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 | 7.775 | 23.262 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.18B | 5,214% |
| Annual Yield % from dividends | 1.20 | 1.19 | 101% |
| Returns for 1 year | 7.91 | 27.03 | 29% |
| Returns for 3 years | 32.12 | 45.21 | 71% |
| Returns for 5 years | 28.70 | 55.23 | 52% |
| Returns for 10 years | 80.48 | 180.59 | 45% |
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