AWSHX
Price
$65.79
Change
-$0.30 (-0.45%)
Updated
Jun 22 closing price
Net Assets
218.08B
CHVCX
Price
$13.65
Change
-$0.00 (-0.00%)
Updated
Jun 22 closing price
Net Assets
647.77M
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AWSHX vs CHVCX

AWSHX vs CHVCX Comparison Chart in %
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AWSHX vs. CHVCX commentary
Jun 24, 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 CHVCX is a Buy.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. CHVCX (648M). AWSHX pays higher dividends than CHVCX: AWSHX (1.19) vs CHVCX (1.01). AWSHX was incepted earlier than CHVCX: AWSHX (74 years) vs CHVCX (22 years). CHVCX (2.11) is less costly to investors than AWSHX (0.55). CHVCX is a more actively managed with annual turnover of: 37.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than CHVCX: AWSHX (250) vs CHVCX (1000). AWSHX annual gain was more profitable for investors over the last year : 7.91 vs. CHVCX (6.03). AWSHX return over 5 years is better than : 26.34 vs. CHVCX (-11.92).
AWSHXCHVCXAWSHX / CHVCX
Total Expense Ratio0.551.7531%
Annual Report Gross Expense Ratio0.552.1126%
Fund Existence74 years22 years-
Gain YTD1.5118.07519%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets218B648M33,642%
Annual Yield % from dividends1.191.01118%
Returns for 1 year7.916.03131%
Returns for 3 years29.660.604,923%
Returns for 5 years26.34-11.92-221%
Returns for 10 years80.84-5.37-1,505%
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