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AWSHX vs JHEIX
AWSHX vs JHEIX Comparison
Open Charts AWSHX vs JHEIX
AWSHX vs JHEIX Comparison Chart in %
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AWSHX vs. JHEIX 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 JHEIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JHEIX (514M). AWSHX pays higher dividends than JHEIX: AWSHX (1.20) vs JHEIX (0.68). AWSHX was incepted earlier than JHEIX: AWSHX (74 years) vs JHEIX (11 years). JHEIX (1.16) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. JHEIX (27.00). AWSHX initial investment is less costly to investors than JHEIX (5%) vs JHEIX (5%). AWSHX has a lower initial minimum investment than JHEIX: AWSHX (250) vs JHEIX (1000). AWSHX annual gain was more profitable for investors over the last year : 6.76 vs. JHEIX (-17.31). AWSHX return over 5 years is better than : 27.56 vs. JHEIX (-22.85).
| AWSHX | JHEIX | AWSHX / JHEIX | |
| Total Expense Ratio | 0.55 | 1.14 | 48% |
| Annual Report Gross Expense Ratio | 0.55 | 1.16 | 47% |
| Fund Existence | 74 years | 11 years | - |
| Gain YTD | 4.890 | 17.638 | 28% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 514M | 42,607% |
| Annual Yield % from dividends | 1.20 | 0.68 | 176% |
| Returns for 1 year | 6.76 | -17.31 | -39% |
| Returns for 3 years | 27.11 | -14.70 | -184% |
| Returns for 5 years | 27.56 | -22.85 | -121% |
| Returns for 10 years | 78.71 | -3.15 | -2,497% |
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