Interact to see
Advertisement
Advertisement
AWSHX vs JDVPX
AWSHX vs JDVPX Comparison
Open Charts AWSHX vs JDVPX
AWSHX vs JDVPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. JDVPX 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 JDVPX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JDVPX (19.7B). AWSHX pays higher dividends than JDVPX: AWSHX (1.19) vs JDVPX (0.39). AWSHX was incepted earlier than JDVPX: AWSHX (74 years) vs JDVPX (14 years). JDVPX (1.11) is less costly to investors than AWSHX (0.55). JDVPX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (29.00). JDVPX has a lower initial minimum investment than AWSHX: JDVPX (0) vs AWSHX (250). JDVPX annual gain was more profitable for investors over the last year : 25.33 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. JDVPX (19.48).
| AWSHX | JDVPX | AWSHX / JDVPX | |
| Total Expense Ratio | 0.55 | 1.10 | 50% |
| Annual Report Gross Expense Ratio | 0.55 | 1.11 | 50% |
| Fund Existence | 74 years | 14 years | - |
| Gain YTD | 1.511 | 17.382 | 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 | 0.39 | 303% |
| Returns for 1 year | 7.91 | 25.33 | 31% |
| Returns for 3 years | 29.66 | 40.01 | 74% |
| Returns for 5 years | 26.34 | 19.48 | 135% |
| Returns for 10 years | 80.84 | 79.24 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers