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AWSHX vs JDVFX
AWSHX vs JDVFX Comparison
Open Charts AWSHX vs JDVFX
AWSHX vs JDVFX Comparison Chart in %
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AWSHX vs. JDVFX commentary
Jun 24, 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 JDVFX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JDVFX (19.7B). AWSHX pays higher dividends than JDVFX: AWSHX (1.19) vs JDVFX (0.59). AWSHX was incepted earlier than JDVFX: AWSHX (74 years) vs JDVFX (17 years). JDVFX (0.96) is less costly to investors than AWSHX (0.55). JDVFX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (29.00). JDVFX has a lower initial minimum investment than AWSHX: JDVFX (0) vs AWSHX (250). JDVFX annual gain was more profitable for investors over the last year : 25.66 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. JDVFX (20.77).
| AWSHX | JDVFX | AWSHX / JDVFX | |
| Total Expense Ratio | 0.55 | 0.85 | 65% |
| Annual Report Gross Expense Ratio | 0.55 | 0.96 | 57% |
| Fund Existence | 74 years | 17 years | - |
| Gain YTD | 1.511 | 17.542 | 9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.7B | 1,107% |
| Annual Yield % from dividends | 1.19 | 0.59 | 201% |
| Returns for 1 year | 7.91 | 25.66 | 31% |
| Returns for 3 years | 29.66 | 41.13 | 72% |
| Returns for 5 years | 26.34 | 20.77 | 127% |
| Returns for 10 years | 80.84 | 82.52 | 98% |
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