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AWSHX vs SVOAX
AWSHX vs SVOAX Comparison
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AWSHX vs SVOAX Comparison Chart in %
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AWSHX vs. SVOAX commentary
Aug 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 Buy and SVOAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SVOAX (528M). SVOAX (1.24) and AWSHX (1.20) have matching dividends . 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 : 6.76 vs. SVOAX (-0.81). AWSHX return over 5 years is better than : 27.56 vs. SVOAX (-14.75).
| 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 | 4.890 | 9.502 | 51% |
| 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 | 1.20 | 1.24 | 97% |
| Returns for 1 year | 6.76 | -0.81 | -838% |
| Returns for 3 years | 27.11 | -3.47 | -782% |
| Returns for 5 years | 27.56 | -14.75 | -187% |
| Returns for 10 years | 78.71 | -4.41 | -1,785% |
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