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AWSHX vs CVLEX
AWSHX vs CVLEX Comparison
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AWSHX vs CVLEX Comparison Chart in %
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AWSHX vs. CVLEX commentary
Sep 13, 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 CVLEX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. CVLEX (32.6M). CVLEX (1.24) and AWSHX (1.19) have matching dividends . AWSHX was incepted earlier than CVLEX: AWSHX (74 years) vs CVLEX (14 years). CVLEX (2.71) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. CVLEX (19.00). AWSHX has a lower initial minimum investment than CVLEX: AWSHX (250) vs CVLEX (1000). CVLEX annual gain was more profitable for investors over the last year : 21.38 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. CVLEX (22.96).
| AWSHX | CVLEX | AWSHX / CVLEX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 2.71 | 20% |
| Fund Existence | 74 years | 14 years | - |
| Gain YTD | 4.334 | 19.705 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 32.6M | 668,712% |
| Annual Yield % from dividends | 1.19 | 1.24 | 96% |
| Returns for 1 year | 1.84 | 21.38 | 9% |
| Returns for 3 years | 29.29 | 45.37 | 65% |
| Returns for 5 years | 26.17 | 22.96 | 114% |
| Returns for 10 years | 80.32 | 58.82 | 137% |
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