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AWSHX vs CBVBX
AWSHX vs CBVBX Comparison
Open Charts AWSHX vs CBVBX
AWSHX vs CBVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. CBVBX (4.35B). AWSHX pays higher dividends than CBVBX: AWSHX (1.20) vs CBVBX (1.11). AWSHX was incepted earlier than CBVBX: AWSHX (74 years) vs CBVBX (4 years). CBVBX (0.68) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. CBVBX (0.53). AWSHX has a lower initial minimum investment than CBVBX: AWSHX (250) vs CBVBX (1000000). CBVBX annual gain was more profitable for investors over the last year : 16.23 vs. AWSHX (7.27).
| AWSHX | CBVBX | AWSHX / CBVBX | |
| Total Expense Ratio | 0.55 | 0.68 | 81% |
| Annual Report Gross Expense Ratio | 0.55 | 0.68 | 81% |
| Fund Existence | 74 years | 4 years | - |
| Gain YTD | 6.463 | 16.896 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.35B | 5,016% |
| Annual Yield % from dividends | 1.20 | 1.11 | 108% |
| Returns for 1 year | 7.27 | 16.23 | 45% |
| Returns for 3 years | 33.24 | 31.13 | 107% |
| Returns for 5 years | 28.09 | N/A | - |
| Returns for 10 years | 78.89 | N/A | - |
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