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AWSHX vs BVEFX
AWSHX vs BVEFX Comparison
Open Charts AWSHX vs BVEFX
AWSHX vs BVEFX Comparison Chart in %
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AWSHX vs. BVEFX commentary
Aug 21, 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 BVEFX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BVEFX (110M). AWSHX pays higher dividends than BVEFX: AWSHX (1.20) vs BVEFX (1.09). AWSHX was incepted earlier than BVEFX: AWSHX (74 years) vs BVEFX (23 years). BVEFX (1.00) is less costly to investors than AWSHX (0.55). AWSHX (32.00) and BVEFX (31.00) have comparable annual turnover. AWSHX has a lower initial minimum investment than BVEFX: AWSHX (250) vs BVEFX (2500). BVEFX annual gain was more profitable for investors over the last year : 11.75 vs. AWSHX (7.16). AWSHX return over 5 years is better than : 28.20 vs. BVEFX (8.21).
| AWSHX | BVEFX | AWSHX / BVEFX | |
| Total Expense Ratio | 0.55 | 0.78 | 71% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 6.556 | 16.919 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 110M | 198,182% |
| Annual Yield % from dividends | 1.20 | 1.09 | 110% |
| Returns for 1 year | 7.16 | 11.75 | 61% |
| Returns for 3 years | 33.38 | 29.18 | 114% |
| Returns for 5 years | 28.20 | 8.21 | 344% |
| Returns for 10 years | 78.87 | 51.57 | 153% |
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