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AFVLX vs AWSHX
AFVLX vs AWSHX Comparison
Open Charts AFVLX vs AWSHX
AFVLX vs AWSHX Comparison Chart in %
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AFVLX vs. AWSHX commentary
Sep 13, 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 AFVLX is a Buy and AWSHX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AFVLX (688M). AWSHX pays higher dividends than AFVLX: AWSHX (1.19) vs AFVLX (0.66). AFVLX was incepted earlier than AWSHX: AFVLX (10 years) vs AWSHX (74 years). AFVLX (1.44) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. AFVLX (20.13). AWSHX has a lower initial minimum investment than AFVLX: AWSHX (250) vs AFVLX (1000). AFVLX annual gain was more profitable for investors over the last year : 15.36 vs. AWSHX (1.84). AFVLX return over 5 years is better than : 47.63 vs. AWSHX (26.17).
| AFVLX | AWSHX | AFVLX / AWSHX | |
| Total Expense Ratio | 1.00 | 0.55 | 182% |
| Annual Report Gross Expense Ratio | 1.44 | 0.55 | 262% |
| Fund Existence | 10 years | 74 years | - |
| Gain YTD | 16.745 | 4.334 | 386% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 218B | 0% |
| Annual Yield % from dividends | 0.66 | 1.19 | 55% |
| Returns for 1 year | 15.36 | 1.84 | 834% |
| Returns for 3 years | 43.95 | 29.29 | 150% |
| Returns for 5 years | 47.63 | 26.17 | 182% |
| Returns for 10 years | N/A | 80.32 | - |
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