AWSHX
Price
$67.23
Change
-$0.18 (-0.27%)
Updated
Jul 13 closing price
Net Assets
219.02B
CVLVX
Price
$18.29
Change
-$0.03 (-0.16%)
Updated
Jul 13 closing price
Net Assets
32.48M
Interact to see
Advertisement

AWSHX vs CVLVX

AWSHX vs CVLVX Comparison Chart in %
View a ticker or compare two or three
VS
AWSHX vs. CVLVX commentary
Jul 14, 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 CVLVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. CVLVX (32.5M). CVLVX pays higher dividends than AWSHX: CVLVX (1.63) vs AWSHX (1.22). AWSHX was incepted earlier than CVLVX: AWSHX (74 years) vs CVLVX (14 years). CVLVX (2.47) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. CVLVX (19.00). AWSHX has a lower initial minimum investment than CVLVX: AWSHX (250) vs CVLVX (1000000). CVLVX annual gain was more profitable for investors over the last year : 26.99 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. CVLVX (24.95).
AWSHXCVLVXAWSHX / CVLVX
Total Expense Ratio0.550.7573%
Annual Report Gross Expense Ratio0.552.4722%
Fund Existence74 years14 years-
Gain YTD3.73218.65520%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets219B32.5M673,846%
Annual Yield % from dividends1.221.6375%
Returns for 1 year5.5226.9920%
Returns for 3 years28.2442.7566%
Returns for 5 years26.8124.95107%
Returns for 10 years75.7058.53129%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MEIIX54.58N/A
N/A
MFS Value I
RMBHX37.97N/A
N/A
RMB A
BIAUX31.88N/A
N/A
Brown Advisory Small-Cap Fdmtl Val Inv
FSIUX28.43N/A
N/A
Invesco Dividend Income R5
HNMVX33.24N/A
N/A
Harbor Mid Cap Value Retirement