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AWSHX vs CDVZX
AWSHX vs CDVZX Comparison
Open Charts AWSHX vs CDVZX
AWSHX vs CDVZX Comparison Chart in %
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AWSHX vs. CDVZX commentary
Jul 11, 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 CDVZX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. CDVZX (3.54B). AWSHX pays higher dividends than CDVZX: AWSHX (1.22) vs CDVZX (0.84). AWSHX was incepted earlier than CDVZX: AWSHX (74 years) vs CDVZX (16 years). CDVZX (0.72) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. CDVZX (27.00). AWSHX has a lower initial minimum investment than CDVZX: AWSHX (250) vs CDVZX (2000). CDVZX annual gain was more profitable for investors over the last year : 20.02 vs. AWSHX (5.38). CDVZX return over 5 years is better than : 30.73 vs. AWSHX (26.87).
| AWSHX | CDVZX | AWSHX / CDVZX | |
| Total Expense Ratio | 0.55 | 0.72 | 76% |
| Annual Report Gross Expense Ratio | 0.55 | 0.72 | 76% |
| Fund Existence | 74 years | 16 years | - |
| Gain YTD | 4.010 | 15.533 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 3.54B | 6,186% |
| Annual Yield % from dividends | 1.22 | 0.84 | 145% |
| Returns for 1 year | 5.38 | 20.02 | 27% |
| Returns for 3 years | 30.10 | 43.37 | 69% |
| Returns for 5 years | 26.87 | 30.73 | 87% |
| Returns for 10 years | 76.91 | 82.37 | 93% |
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