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AWSHX vs SVIIX
AWSHX vs SVIIX Comparison
Open Charts AWSHX vs SVIIX
AWSHX vs SVIIX Comparison Chart in %
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AWSHX vs. SVIIX commentary
Jul 28, 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVIIX (272M). SVIIX pays higher dividends than AWSHX: SVIIX (2.58) vs AWSHX (1.22). AWSHX was incepted earlier than SVIIX: AWSHX (74 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than AWSHX (0.55). SVIIX is a more actively managed with annual turnover of: 157.00 vs. AWSHX (29.00). AWSHX (6%) and SVIIX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than SVIIX: AWSHX (250) vs SVIIX (2500). AWSHX annual gain was more profitable for investors over the last year : 5.07 vs. SVIIX (3.89). AWSHX return over 5 years is better than : 27.62 vs. SVIIX (-26.56).
| AWSHX | SVIIX | AWSHX / SVIIX | |
| Total Expense Ratio | 0.55 | 1.24 | 44% |
| Annual Report Gross Expense Ratio | 0.55 | 1.25 | 44% |
| Fund Existence | 74 years | 33 years | - |
| Gain YTD | 4.581 | 12.582 | 36% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 272M | 80,515% |
| Annual Yield % from dividends | 1.22 | 2.58 | 47% |
| Returns for 1 year | 5.07 | 3.89 | 130% |
| Returns for 3 years | 26.67 | 4.36 | 611% |
| Returns for 5 years | 27.62 | -26.56 | -104% |
| Returns for 10 years | 76.88 | -25.79 | -298% |
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