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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
Jun 04, 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 JDVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JDVVX (19.2B). AWSHX pays higher dividends than JDVVX: AWSHX (1.19) vs JDVVX (0.75). 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: 63.00 vs. AWSHX (29.00). 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 : 25.48 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. JDVVX (15.66).
| 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 | 5.471 | 15.478 | 35% |
| 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 | 0.75 | 159% |
| Returns for 1 year | 7.86 | 25.48 | 31% |
| Returns for 3 years | 32.15 | 40.86 | 79% |
| Returns for 5 years | 25.50 | 15.66 | 163% |
| Returns for 10 years | 83.43 | 75.39 | 111% |
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