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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
Aug 22, 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 SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVIIX (274M). SVIIX pays higher dividends than AWSHX: SVIIX (2.56) vs AWSHX (1.20). AWSHX was incepted earlier than SVIIX: AWSHX (74 years) vs SVIIX (34 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 (32.00). AWSHX (6%) and SVIIX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than SVIIX: AWSHX (250) vs SVIIX (2500). SVIIX annual gain was more profitable for investors over the last year : 9.19 vs. AWSHX (7.16). AWSHX return over 5 years is better than : 28.20 vs. SVIIX (-23.08).
| 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 | 34 years | - |
| Gain YTD | 6.556 | 17.287 | 38% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 274M | 79,562% |
| Annual Yield % from dividends | 1.20 | 2.56 | 47% |
| Returns for 1 year | 7.16 | 9.19 | 78% |
| Returns for 3 years | 33.38 | 13.30 | 251% |
| Returns for 5 years | 28.20 | -23.08 | -122% |
| Returns for 10 years | 78.87 | -23.48 | -336% |
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