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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
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 JDVWX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JDVWX (19.6B). AWSHX pays higher dividends than JDVWX: AWSHX (1.22) 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 : 22.19 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. JDVWX (22.32).
| 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 | 3.732 | 18.790 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.6B | 1,117% |
| Annual Yield % from dividends | 1.22 | 0.77 | 158% |
| Returns for 1 year | 5.52 | 22.19 | 25% |
| Returns for 3 years | 28.24 | 37.63 | 75% |
| Returns for 5 years | 26.81 | 22.32 | 120% |
| Returns for 10 years | 75.70 | 77.73 | 97% |
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