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AWSHX vs JDVWX
AWSHX vs JDVWX Comparison
Open Charts AWSHX vs JDVWX
AWSHX vs JDVWX Comparison Chart in %
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AWSHX vs. JDVWX commentary
Aug 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 Buy and JDVWX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JDVWX (19.5B). AWSHX pays higher dividends than JDVWX: AWSHX (1.20) vs JDVWX (0.77). AWSHX was incepted earlier than JDVWX: AWSHX (74 years) vs JDVWX (15 years). JDVWX (0.61) is less costly to investors than AWSHX (0.55). JDVWX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than JDVWX: AWSHX (250) vs JDVWX (1000000). JDVWX annual gain was more profitable for investors over the last year : 21.93 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JDVWX (21.28).
| AWSHX | JDVWX | AWSHX / JDVWX | |
| Total Expense Ratio | 0.55 | 0.60 | 92% |
| Annual Report Gross Expense Ratio | 0.55 | 0.61 | 90% |
| Fund Existence | 74 years | 15 years | - |
| Gain YTD | 4.890 | 18.347 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.5B | 1,123% |
| Annual Yield % from dividends | 1.20 | 0.77 | 156% |
| Returns for 1 year | 6.76 | 21.93 | 31% |
| Returns for 3 years | 27.11 | 33.08 | 82% |
| Returns for 5 years | 27.56 | 21.28 | 129% |
| Returns for 10 years | 78.71 | 79.06 | 100% |
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