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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. AFVLX (708M). AWSHX pays higher dividends than AFVLX: AWSHX (1.22) vs AFVLX (0.68). 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 is a more actively managed with annual turnover of: 29.00 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 : 16.01 vs. AWSHX (5.52). AFVLX return over 5 years is better than : 44.69 vs. AWSHX (26.81).
| 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 | 12.377 | 3.732 | 332% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 219B | 0% |
| Annual Yield % from dividends | 0.68 | 1.22 | 55% |
| Returns for 1 year | 16.01 | 5.52 | 290% |
| Returns for 3 years | 38.56 | 28.24 | 137% |
| Returns for 5 years | 44.69 | 26.81 | 167% |
| Returns for 10 years | N/A | 75.70 | - |
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