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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
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 GVALX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. GVALX (32M). AWSHX pays higher dividends than GVALX: AWSHX (1.22) vs GVALX (0.80). 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 : 7.20 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. GVALX (-0.65).
| 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 | 3.732 | 12.091 | 31% |
| 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 | 1.22 | 0.80 | 153% |
| Returns for 1 year | 5.52 | 7.20 | 77% |
| Returns for 3 years | 28.24 | 16.80 | 168% |
| Returns for 5 years | 26.81 | -0.65 | -4,093% |
| Returns for 10 years | 75.70 | 68.39 | 111% |
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