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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
Sep 13, 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: 218B vs. JDVWX (19.4B). AWSHX pays higher dividends than JDVWX: AWSHX (1.19) vs JDVWX (0.75). 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 (32.00). 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 : 16.10 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. JDVWX (22.25).
| 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 | 4.334 | 18.629 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.4B | 1,124% |
| Annual Yield % from dividends | 1.19 | 0.75 | 158% |
| Returns for 1 year | 1.84 | 16.10 | 11% |
| Returns for 3 years | 29.29 | 35.24 | 83% |
| Returns for 5 years | 26.17 | 22.25 | 118% |
| Returns for 10 years | 80.32 | 78.68 | 102% |
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