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AVUGX vs AWSHX
AVUGX vs AWSHX Comparison
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AVUGX vs AWSHX Comparison Chart in %
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AVUGX vs. AWSHX commentary
Aug 31, 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 AVUGX is a Buy and AWSHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AVUGX (1.99B). AVUGX pays higher dividends than AWSHX: AVUGX (1.48) vs AWSHX (1.20). AVUGX was incepted earlier than AWSHX: AVUGX (9 years) vs AWSHX (74 years). AVUGX (0.78) is less costly to investors than AWSHX (0.55). AVUGX is a more actively managed with annual turnover of: 55.00 vs. AWSHX (32.00). AVUGX has a lower initial minimum investment than AWSHX: AVUGX (0) vs AWSHX (250). AVUGX annual gain was more profitable for investors over the last year : 15.22 vs. AWSHX (5.59). AWSHX return over 5 years is better than : 26.54 vs. AVUGX (8.72).
| AVUGX | AWSHX | AVUGX / AWSHX | |
| Total Expense Ratio | 0.75 | 0.55 | 136% |
| Annual Report Gross Expense Ratio | 0.78 | 0.55 | 142% |
| Fund Existence | 9 years | 74 years | - |
| Gain YTD | 19.978 | 6.386 | 313% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 218B | 1% |
| Annual Yield % from dividends | 1.48 | 1.20 | 123% |
| Returns for 1 year | 15.22 | 5.59 | 272% |
| Returns for 3 years | 29.78 | 30.80 | 97% |
| Returns for 5 years | 8.72 | 26.54 | 33% |
| Returns for 10 years | N/A | 79.93 | - |
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