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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
Sep 12, 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: 218B vs. SVIIX (267M). SVIIX pays higher dividends than AWSHX: SVIIX (2.51) vs AWSHX (1.19). 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 : 5.50 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. SVIIX (-25.35).
| 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 | 4.334 | 14.661 | 30% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 267M | 81,648% |
| Annual Yield % from dividends | 1.19 | 2.51 | 48% |
| Returns for 1 year | 1.84 | 5.50 | 34% |
| Returns for 3 years | 29.29 | 10.88 | 269% |
| Returns for 5 years | 26.17 | -25.35 | -103% |
| Returns for 10 years | 80.32 | -23.44 | -343% |
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