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AWSHX vs BPAVX
AWSHX vs BPAVX Comparison
Open Charts AWSHX vs BPAVX
AWSHX vs BPAVX Comparison Chart in %
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AWSHX vs. BPAVX commentary
Jun 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 AWSHX is a Hold and BPAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BPAVX (1.33B). AWSHX pays higher dividends than BPAVX: AWSHX (1.19) vs BPAVX (0.71). AWSHX was incepted earlier than BPAVX: AWSHX (74 years) vs BPAVX (24 years). BPAVX (1.10) is less costly to investors than AWSHX (0.55). BPAVX is a more actively managed with annual turnover of: 37.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than BPAVX: AWSHX (250) vs BPAVX (2500). BPAVX annual gain was more profitable for investors over the last year : 12.35 vs. AWSHX (11.04). AWSHX return over 5 years is better than : 25.94 vs. BPAVX (9.12).
| AWSHX | BPAVX | AWSHX / BPAVX | |
| Total Expense Ratio | 0.55 | 1.05 | 52% |
| Annual Report Gross Expense Ratio | 0.55 | 1.10 | 50% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 5.948 | 10.357 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.33B | 16,342% |
| Annual Yield % from dividends | 1.19 | 0.71 | 166% |
| Returns for 1 year | 11.04 | 12.35 | 89% |
| Returns for 3 years | 30.51 | 19.97 | 153% |
| Returns for 5 years | 25.94 | 9.12 | 285% |
| Returns for 10 years | 85.51 | 78.05 | 110% |
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