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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
Aug 23, 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 StrongBuy and CDVZX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. CDVZX (3.78B). AWSHX pays higher dividends than CDVZX: AWSHX (1.20) vs CDVZX (0.83). 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: 32.00 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 : 23.15 vs. AWSHX (7.27). CDVZX return over 5 years is better than : 36.30 vs. AWSHX (28.09).
| 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 | 6.463 | 20.382 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 3.78B | 5,773% |
| Annual Yield % from dividends | 1.20 | 0.83 | 144% |
| Returns for 1 year | 7.27 | 23.15 | 31% |
| Returns for 3 years | 33.24 | 49.78 | 67% |
| Returns for 5 years | 28.09 | 36.30 | 77% |
| Returns for 10 years | 78.89 | 87.36 | 90% |
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