Interact to see
Advertisement
Advertisement
AWSHX vs JDVFX
AWSHX vs JDVFX Comparison
Open Charts AWSHX vs JDVFX
AWSHX vs JDVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. JDVFX commentary
Sep 13, 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 JDVFX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JDVFX (19.4B). AWSHX pays higher dividends than JDVFX: AWSHX (1.19) vs JDVFX (0.57). 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 (32.00). 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 : 15.78 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. JDVFX (20.96).
| 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 | 4.334 | 18.391 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.4B | 1,124% |
| Annual Yield % from dividends | 1.19 | 0.57 | 211% |
| Returns for 1 year | 1.84 | 15.78 | 12% |
| Returns for 3 years | 29.29 | 34.14 | 86% |
| Returns for 5 years | 26.17 | 20.96 | 125% |
| Returns for 10 years | 80.32 | 75.37 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SGISX | 42.55 | N/A | N/A |
| Steward Global Equity Income Fund I | |||
| PDAVX | 13.66 | N/A | N/A |
| PineBridge Dynamic Asset Allc Invt Svcng | |||
| GSINX | 23.77 | N/A | N/A |
| Goldman Sachs GQG Ptnrs Intl Opps Inv | |||
| PSPIX | 29.02 | N/A | N/A |
| Principal SmallCap S&P 600 Index R6 | |||
| FLENX | 50.21 | N/A | N/A |
| Fidelity Advisor® Leveraged CoStock I | |||