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AFVZX vs AWSHX
AFVZX vs AWSHX Comparison
Open Charts AFVZX vs AWSHX
AFVZX vs AWSHX Comparison Chart in %
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AFVZX 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 AFVZX is a Buy and AWSHX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AFVZX (688M). AWSHX pays higher dividends than AFVZX: AWSHX (1.19) vs AFVZX (0.79). AFVZX was incepted earlier than AWSHX: AFVZX (10 years) vs AWSHX (74 years). AFVZX (1.11) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. AFVZX (20.13). AWSHX has a lower initial minimum investment than AFVZX: AWSHX (250) vs AFVZX (10000). AFVZX annual gain was more profitable for investors over the last year : 15.66 vs. AWSHX (1.84). AFVZX return over 5 years is better than : 49.52 vs. AWSHX (26.17).
| AFVZX | AWSHX | AFVZX / AWSHX | |
| Total Expense Ratio | 0.75 | 0.55 | 136% |
| Annual Report Gross Expense Ratio | 1.11 | 0.55 | 202% |
| Fund Existence | 10 years | 74 years | - |
| Gain YTD | 16.915 | 4.334 | 390% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 218B | 0% |
| Annual Yield % from dividends | 0.79 | 1.19 | 66% |
| Returns for 1 year | 15.66 | 1.84 | 851% |
| Returns for 3 years | 45.01 | 29.29 | 154% |
| Returns for 5 years | 49.52 | 26.17 | 189% |
| Returns for 10 years | N/A | 80.32 | - |
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