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AWSHX vs GVALX
AWSHX vs GVALX Comparison
Open Charts AWSHX vs GVALX
AWSHX vs GVALX Comparison Chart in %
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AWSHX vs. GVALX 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 GVALX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. GVALX (32M). AWSHX pays higher dividends than GVALX: AWSHX (1.20) vs GVALX (0.78). AWSHX was incepted earlier than GVALX: AWSHX (74 years) vs GVALX (11 years). GVALX (1.19) is less costly to investors than AWSHX (0.55). GVALX is a more actively managed with annual turnover of: 200.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than GVALX: AWSHX (250) vs GVALX (100000). GVALX annual gain was more profitable for investors over the last year : 9.78 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. GVALX (-0.71).
| AWSHX | GVALX | AWSHX / GVALX | |
| Total Expense Ratio | 0.55 | 0.75 | 73% |
| Annual Report Gross Expense Ratio | 0.55 | 1.19 | 46% |
| Fund Existence | 74 years | 11 years | - |
| Gain YTD | 4.890 | 13.087 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 32M | 684,375% |
| Annual Yield % from dividends | 1.20 | 0.78 | 154% |
| Returns for 1 year | 6.76 | 9.78 | 69% |
| Returns for 3 years | 27.11 | 14.57 | 186% |
| Returns for 5 years | 27.56 | -0.71 | -3,872% |
| Returns for 10 years | 78.71 | 69.72 | 113% |
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