AWSHX
Price
$68.53
Change
-$0.30 (-0.44%)
Updated
Jun 3 closing price
Net Assets
214.46B
CVLFX
Price
$17.57
Change
-$0.05 (-0.28%)
Updated
Jun 3 closing price
Net Assets
31.14M
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AWSHX vs CVLFX

Header iconAWSHX vs CVLFX Comparison
Open Charts AWSHX vs CVLFXBanner chart's image
AWSHX vs CVLFX Comparison Chart in %
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AWSHX vs. CVLFX commentary
Jun 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 Hold and CVLFX is a Buy.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. CVLFX (31.1M). AWSHX pays higher dividends than CVLFX: AWSHX (1.19) vs CVLFX (0.57). AWSHX was incepted earlier than CVLFX: AWSHX (74 years) vs CVLFX (14 years). CVLFX (3.45) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. CVLFX (19.00). AWSHX has a lower initial minimum investment than CVLFX: AWSHX (250) vs CVLFX (1000). CVLFX annual gain was more profitable for investors over the last year : 27.49 vs. AWSHX (7.67). AWSHX return over 5 years is better than : 25.28 vs. CVLFX (12.49).
AWSHXCVLFXAWSHX / CVLFX
Total Expense Ratio0.551.7531%
Annual Report Gross Expense Ratio0.553.4516%
Fund Existence74 years14 years-
Gain YTD5.88713.42944%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets214B31.1M688,103%
Annual Yield % from dividends1.190.57210%
Returns for 1 year7.6727.4928%
Returns for 3 years32.6736.5989%
Returns for 5 years25.2812.49202%
Returns for 10 years84.1541.92201%
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