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AWSHX vs BPAVX
AWSHX vs BPAVX Comparison
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AWSHX vs BPAVX Comparison Chart in %
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AWSHX vs. BPAVX commentary
Jul 27, 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 Buy and BPAVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. BPAVX (1.36B). AWSHX pays higher dividends than BPAVX: AWSHX (1.22) vs BPAVX (0.69). 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 : 13.18 vs. AWSHX (5.14). AWSHX return over 5 years is better than : 26.98 vs. BPAVX (16.62).
| 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 | 4.242 | 14.450 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.36B | 16,139% |
| Annual Yield % from dividends | 1.22 | 0.69 | 176% |
| Returns for 1 year | 5.14 | 13.18 | 39% |
| Returns for 3 years | 26.51 | 18.66 | 142% |
| Returns for 5 years | 26.98 | 16.62 | 162% |
| Returns for 10 years | 76.01 | 75.48 | 101% |
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