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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
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVFKX (4.02B). SVFKX pays higher dividends than AWSHX: SVFKX (1.28) vs AWSHX (1.19). 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 : 28.89 vs. AWSHX (11.04). SVFKX return over 5 years is better than : 53.62 vs. AWSHX (25.94).
| 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 | 5.948 | 17.386 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.02B | 5,417% |
| Annual Yield % from dividends | 1.19 | 1.28 | 93% |
| Returns for 1 year | 11.04 | 28.89 | 38% |
| Returns for 3 years | 30.51 | 47.55 | 64% |
| Returns for 5 years | 25.94 | 53.62 | 48% |
| Returns for 10 years | 85.51 | 181.02 | 47% |
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