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AWSHX vs SVFYX
AWSHX vs SVFYX Comparison
Open Charts AWSHX vs SVFYX
AWSHX vs SVFYX Comparison Chart in %
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AWSHX vs. SVFYX commentary
Jun 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 Hold and SVFYX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. SVFYX (3.88B). SVFYX pays higher dividends than AWSHX: SVFYX (1.83) vs AWSHX (1.19). AWSHX was incepted earlier than SVFYX: AWSHX (74 years) vs SVFYX (12 years). SVFYX (0.81) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. SVFYX (16.25). AWSHX has a lower initial minimum investment than SVFYX: AWSHX (250) vs SVFYX (10000000). SVFYX annual gain was more profitable for investors over the last year : 30.24 vs. AWSHX (7.86). SVFYX return over 5 years is better than : 52.09 vs. AWSHX (25.50).
| AWSHX | SVFYX | AWSHX / SVFYX | |
| Total Expense Ratio | 0.55 | 0.81 | 68% |
| Annual Report Gross Expense Ratio | 0.55 | 0.81 | 68% |
| Fund Existence | 74 years | 12 years | - |
| Gain YTD | 5.471 | 13.129 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 3.88B | 5,520% |
| Annual Yield % from dividends | 1.19 | 1.83 | 65% |
| Returns for 1 year | 7.86 | 30.24 | 26% |
| Returns for 3 years | 32.15 | 48.55 | 66% |
| Returns for 5 years | 25.50 | 52.09 | 49% |
| Returns for 10 years | 83.43 | 171.11 | 49% |
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