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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
Aug 10, 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 JDVPX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JDVPX (20.1B). AWSHX pays higher dividends than JDVPX: AWSHX (1.20) vs JDVPX (0.38). 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 (32.00). 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 : 25.27 vs. AWSHX (9.41). AWSHX return over 5 years is better than : 29.72 vs. JDVPX (20.91).
| 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 | 7.343 | 21.475 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 20.1B | 1,090% |
| Annual Yield % from dividends | 1.20 | 0.38 | 314% |
| Returns for 1 year | 9.41 | 25.27 | 37% |
| Returns for 3 years | 31.43 | 35.50 | 89% |
| Returns for 5 years | 29.72 | 20.91 | 142% |
| Returns for 10 years | 80.89 | 74.18 | 109% |
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