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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
Jun 20, 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 SVOAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SVOAX (528M). SVOAX pays higher dividends than AWSHX: SVOAX (1.34) vs AWSHX (1.19). 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 : 8.29 vs. SVOAX (-6.89). AWSHX return over 5 years is better than : 28.85 vs. SVOAX (-18.38).
| 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 | 1.973 | 1.672 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 528M | 41,288% |
| Annual Yield % from dividends | 1.19 | 1.34 | 88% |
| Returns for 1 year | 8.29 | -6.89 | -120% |
| Returns for 3 years | 24.18 | -12.44 | -194% |
| Returns for 5 years | 28.85 | -18.38 | -157% |
| Returns for 10 years | 78.42 | -8.05 | -974% |