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AWSHX vs BVEIX
AWSHX vs BVEIX Comparison
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AWSHX vs BVEIX Comparison Chart in %
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AWSHX vs. BVEIX commentary
Aug 17, 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 BVEIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BVEIX (110M). AWSHX (1.20) and BVEIX (1.19) have matching dividends . AWSHX was incepted earlier than BVEIX: AWSHX (74 years) vs BVEIX (15 years). BVEIX (0.90) is less costly to investors than AWSHX (0.55). AWSHX (32.00) and BVEIX (31.00) have comparable annual turnover. AWSHX has a lower initial minimum investment than BVEIX: AWSHX (250) vs BVEIX (100000). BVEIX annual gain was more profitable for investors over the last year : 11.72 vs. AWSHX (7.46). AWSHX return over 5 years is better than : 28.20 vs. BVEIX (8.02).
| AWSHX | BVEIX | AWSHX / BVEIX | |
| Total Expense Ratio | 0.55 | 0.68 | 81% |
| Annual Report Gross Expense Ratio | 0.55 | 0.90 | 61% |
| Fund Existence | 74 years | 15 years | - |
| Gain YTD | 7.358 | 16.974 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 110M | 198,182% |
| Annual Yield % from dividends | 1.20 | 1.19 | 101% |
| Returns for 1 year | 7.46 | 11.72 | 64% |
| Returns for 3 years | 33.08 | 29.25 | 113% |
| Returns for 5 years | 28.20 | 8.02 | 352% |
| Returns for 10 years | 80.66 | 53.80 | 150% |
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