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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
Jul 14, 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 (19.6B). AWSHX pays higher dividends than JDVVX: AWSHX (1.22) 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 (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 : 22.08 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. JDVVX (22.05).
| 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 | 3.732 | 18.742 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.6B | 1,117% |
| Annual Yield % from dividends | 1.22 | 0.73 | 167% |
| Returns for 1 year | 5.52 | 22.08 | 25% |
| Returns for 3 years | 28.24 | 37.43 | 75% |
| Returns for 5 years | 26.81 | 22.05 | 122% |
| Returns for 10 years | 75.70 | 77.14 | 98% |
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