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AWSHX vs JDVVX
AWSHX vs JDVVX Comparison
Open Charts AWSHX vs JDVVX
AWSHX vs JDVVX Comparison Chart in %
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AWSHX vs. JDVVX commentary
Sep 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 StrongBuy and JDVVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JDVVX (19.6B). AWSHX pays higher dividends than JDVVX: AWSHX (1.19) vs JDVVX (0.72). 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 : 19.78 vs. AWSHX (5.91). AWSHX return over 5 years is better than : 25.76 vs. JDVVX (20.27).
| 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 | 5.846 | 19.428 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.6B | 1,112% |
| Annual Yield % from dividends | 1.19 | 0.72 | 167% |
| Returns for 1 year | 5.91 | 19.78 | 30% |
| Returns for 3 years | 30.28 | 34.81 | 87% |
| Returns for 5 years | 25.76 | 20.27 | 127% |
| Returns for 10 years | 78.59 | 74.85 | 105% |
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