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AWSHX vs JDVPX
AWSHX vs JDVPX Comparison
Open Charts AWSHX vs JDVPX
AWSHX vs JDVPX Comparison Chart in %
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AWSHX vs. JDVPX commentary
Jun 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 Hold and JDVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JDVPX (19.2B). 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: 63.00 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 : 24.86 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. JDVPX (13.45).
| 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 | 5.471 | 15.235 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 19.2B | 1,115% |
| Annual Yield % from dividends | 1.19 | 0.39 | 303% |
| Returns for 1 year | 7.86 | 24.86 | 32% |
| Returns for 3 years | 32.15 | 38.76 | 83% |
| Returns for 5 years | 25.50 | 13.45 | 190% |
| Returns for 10 years | 83.43 | 69.56 | 120% |
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