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AWSHX vs CVFYX
AWSHX vs CVFYX Comparison
Open Charts AWSHX vs CVFYX
AWSHX vs CVFYX Comparison Chart in %
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AWSHX vs. CVFYX commentary
Aug 03, 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 CVFYX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. CVFYX (425M). CVFYX pays higher dividends than AWSHX: CVFYX (2.13) vs AWSHX (1.20). AWSHX was incepted earlier than CVFYX: AWSHX (74 years) vs CVFYX (18 years). CVFYX (0.61) is less costly to investors than AWSHX (0.55). CVFYX is a more actively managed with annual turnover of: 86.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than CVFYX: AWSHX (250) vs CVFYX (1000000). CVFYX annual gain was more profitable for investors over the last year : 18.89 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. CVFYX (11.10).
| AWSHX | CVFYX | AWSHX / CVFYX | |
| Total Expense Ratio | 0.55 | 0.45 | 122% |
| Annual Report Gross Expense Ratio | 0.55 | 0.61 | 90% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.890 | 12.447 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 425M | 51,529% |
| Annual Yield % from dividends | 1.20 | 2.13 | 57% |
| Returns for 1 year | 6.76 | 18.89 | 36% |
| Returns for 3 years | 27.11 | 37.83 | 72% |
| Returns for 5 years | 27.56 | 11.10 | 248% |
| Returns for 10 years | 78.71 | 57.22 | 138% |
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