Interact to see
Advertisement
Advertisement
AWSHX vs JDVVX
AWSHX vs JDVVX Comparison
Open Charts AWSHX vs JDVVX
AWSHX vs JDVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. JDVVX commentary
Aug 06, 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 JDVVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JDVVX (19.9B). AWSHX pays higher dividends than JDVVX: AWSHX (1.20) vs JDVVX (0.73). AWSHX was incepted earlier than JDVVX: AWSHX (74 years) vs JDVVX (17 years). JDVVX (0.66) is less costly to investors than AWSHX (0.55). JDVVX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (32.00). JDVVX has a lower initial minimum investment than AWSHX: JDVVX (0) vs AWSHX (250). JDVVX annual gain was more profitable for investors over the last year : 24.67 vs. AWSHX (9.15). AWSHX return over 5 years is better than : 29.27 vs. JDVVX (22.43).
| AWSHX | JDVVX | AWSHX / JDVVX | |
| Total Expense Ratio | 0.55 | 0.65 | 85% |
| Annual Report Gross Expense Ratio | 0.55 | 0.66 | 83% |
| Fund Existence | 74 years | 17 years | - |
| Gain YTD | 6.973 | 20.959 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.9B | 1,101% |
| Annual Yield % from dividends | 1.20 | 0.73 | 165% |
| Returns for 1 year | 9.15 | 24.67 | 37% |
| Returns for 3 years | 31.91 | 37.69 | 85% |
| Returns for 5 years | 29.27 | 22.43 | 131% |
| Returns for 10 years | 80.09 | 78.55 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers