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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
Jun 04, 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 StrongBuy and AWSHX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. AFVLX (700M). AWSHX pays higher dividends than AFVLX: AWSHX (1.19) vs AFVLX (0.69). AFVLX was incepted earlier than AWSHX: AFVLX (9 years) vs AWSHX (74 years). AFVLX (1.44) is less costly to investors than AWSHX (0.55). AWSHX (29.00) and AFVLX (27.63) have comparable annual turnover. 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 : 21.99 vs. AWSHX (7.86). AFVLX return over 5 years is better than : 43.02 vs. AWSHX (25.50).
| AFVLX | AWSHX | AFVLX / AWSHX | |
| Total Expense Ratio | 1.00 | 0.55 | 182% |
| Annual Report Gross Expense Ratio | 1.44 | 0.55 | 262% |
| Fund Existence | 9 years | 74 years | - |
| Gain YTD | 10.964 | 5.471 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 214B | 0% |
| Annual Yield % from dividends | 0.69 | 1.19 | 58% |
| Returns for 1 year | 21.99 | 7.86 | 280% |
| Returns for 3 years | 44.41 | 32.15 | 138% |
| Returns for 5 years | 43.02 | 25.50 | 169% |
| Returns for 10 years | N/A | 83.43 | - |
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