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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AFVZX (703M). AWSHX pays higher dividends than AFVZX: AWSHX (1.20) vs AFVZX (0.81). 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 : 19.62 vs. AWSHX (7.27). AFVZX return over 5 years is better than : 49.61 vs. AWSHX (28.09).
| 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 | 16.617 | 6.463 | 257% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 218B | 0% |
| Annual Yield % from dividends | 0.81 | 1.20 | 67% |
| Returns for 1 year | 19.62 | 7.27 | 270% |
| Returns for 3 years | 46.74 | 33.24 | 141% |
| Returns for 5 years | 49.61 | 28.09 | 177% |
| Returns for 10 years | N/A | 78.89 | - |
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