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AWSHX vs CVCFX
AWSHX vs CVCFX Comparison
Open Charts AWSHX vs CVCFX
AWSHX vs CVCFX Comparison Chart in %
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AWSHX vs. CVCFX commentary
Sep 04, 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 CVCFX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. CVCFX (434M). AWSHX (1.19) and CVCFX (1.18) have matching dividends . AWSHX was incepted earlier than CVCFX: AWSHX (74 years) vs CVCFX (18 years). CVCFX (1.62) is less costly to investors than AWSHX (0.55). CVCFX is a more actively managed with annual turnover of: 86.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than CVCFX: AWSHX (250) vs CVCFX (2500). CVCFX annual gain was more profitable for investors over the last year : 16.75 vs. AWSHX (6.44). AWSHX return over 5 years is better than : 26.28 vs. CVCFX (4.82).
| AWSHX | CVCFX | AWSHX / CVCFX | |
| Total Expense Ratio | 0.55 | 1.56 | 35% |
| Annual Report Gross Expense Ratio | 0.55 | 1.62 | 34% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 6.278 | 15.148 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 434M | 50,230% |
| Annual Yield % from dividends | 1.19 | 1.18 | 101% |
| Returns for 1 year | 6.44 | 16.75 | 38% |
| Returns for 3 years | 30.81 | 40.89 | 75% |
| Returns for 5 years | 26.28 | 4.82 | 545% |
| Returns for 10 years | 79.32 | 39.29 | 202% |
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