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AWSHX vs CVFCX
AWSHX vs CVFCX Comparison
Open Charts AWSHX vs CVFCX
AWSHX vs CVFCX Comparison Chart in %
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AWSHX vs. CVFCX commentary
Sep 21, 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 CVFCX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. CVFCX (427M). CVFCX pays higher dividends than AWSHX: CVFCX (1.81) vs AWSHX (1.19). AWSHX was incepted earlier than CVFCX: AWSHX (74 years) vs CVFCX (21 years). CVFCX (0.87) is less costly to investors than AWSHX (0.55). CVFCX is a more actively managed with annual turnover of: 86.00 vs. AWSHX (32.00). AWSHX (6%) and CVFCX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than CVFCX: AWSHX (250) vs CVFCX (2500). CVFCX annual gain was more profitable for investors over the last year : 12.34 vs. AWSHX (1.09). AWSHX return over 5 years is better than : 25.22 vs. CVFCX (8.74).
| AWSHX | CVFCX | AWSHX / CVFCX | |
| Total Expense Ratio | 0.55 | 0.80 | 69% |
| Annual Report Gross Expense Ratio | 0.55 | 0.87 | 63% |
| Fund Existence | 74 years | 21 years | - |
| Gain YTD | 3.230 | 11.801 | 27% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 427M | 51,054% |
| Annual Yield % from dividends | 1.19 | 1.81 | 66% |
| Returns for 1 year | 1.09 | 12.34 | 9% |
| Returns for 3 years | 28.07 | 43.54 | 64% |
| Returns for 5 years | 25.22 | 8.74 | 289% |
| Returns for 10 years | 78.64 | 50.57 | 156% |
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