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
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 JDVFX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JDVFX (19.5B). AWSHX pays higher dividends than JDVFX: AWSHX (1.20) vs JDVFX (0.58). 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 : 21.65 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JDVFX (20.03).
| 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 | 4.890 | 18.189 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.5B | 1,123% |
| Annual Yield % from dividends | 1.20 | 0.58 | 209% |
| Returns for 1 year | 6.76 | 21.65 | 31% |
| Returns for 3 years | 27.11 | 32.09 | 85% |
| Returns for 5 years | 27.56 | 20.03 | 138% |
| Returns for 10 years | 78.71 | 75.86 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers