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AWSHX vs JDVNX
AWSHX vs JDVNX Comparison
Open Charts AWSHX vs JDVNX
AWSHX vs JDVNX Comparison Chart in %
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AWSHX vs. JDVNX commentary
Sep 04, 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 StrongBuy and JDVNX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JDVNX (19.7B). AWSHX pays higher dividends than JDVNX: AWSHX (1.19) vs JDVNX (0.75). AWSHX was incepted earlier than JDVNX: AWSHX (74 years) vs JDVNX (17 years). JDVNX (0.61) is less costly to investors than AWSHX (0.55). JDVNX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (32.00). JDVNX has a lower initial minimum investment than AWSHX: JDVNX (0) vs AWSHX (250). JDVNX annual gain was more profitable for investors over the last year : 19.87 vs. AWSHX (5.91). AWSHX return over 5 years is better than : 25.76 vs. JDVNX (22.29).
| AWSHX | JDVNX | AWSHX / JDVNX | |
| Total Expense Ratio | 0.55 | 0.60 | 92% |
| Annual Report Gross Expense Ratio | 0.55 | 0.61 | 90% |
| Fund Existence | 74 years | 17 years | - |
| Gain YTD | 5.846 | 19.508 | 30% |
| 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 | 0.75 | 158% |
| Returns for 1 year | 5.91 | 19.87 | 30% |
| Returns for 3 years | 30.28 | 35.05 | 86% |
| Returns for 5 years | 25.76 | 22.29 | 116% |
| Returns for 10 years | 78.59 | 83.82 | 94% |
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