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AWSHX vs SVOAX
AWSHX vs SVOAX Comparison
Open Charts AWSHX vs SVOAX
AWSHX vs SVOAX Comparison Chart in %
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AWSHX vs. SVOAX commentary
Jul 11, 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 SVOAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVOAX (528M). SVOAX pays higher dividends than AWSHX: SVOAX (1.35) vs AWSHX (1.22). AWSHX was incepted earlier than SVOAX: AWSHX (74 years) vs SVOAX (22 years). SVOAX (1.14) is less costly to investors than AWSHX (0.55). SVOAX is a more actively managed with annual turnover of: 68.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than SVOAX: AWSHX (250) vs SVOAX (100000). AWSHX annual gain was more profitable for investors over the last year : 5.38 vs. SVOAX (-5.71). AWSHX return over 5 years is better than : 26.87 vs. SVOAX (-17.66).
| AWSHX | SVOAX | AWSHX / SVOAX | |
| Total Expense Ratio | 0.55 | 0.89 | 62% |
| Annual Report Gross Expense Ratio | 0.55 | 1.14 | 48% |
| Fund Existence | 74 years | 22 years | - |
| Gain YTD | 4.010 | 5.588 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 528M | 41,477% |
| Annual Yield % from dividends | 1.22 | 1.35 | 90% |
| Returns for 1 year | 5.38 | -5.71 | -94% |
| Returns for 3 years | 30.10 | -5.89 | -511% |
| Returns for 5 years | 26.87 | -17.66 | -152% |
| Returns for 10 years | 76.91 | -7.88 | -976% |
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