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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 23, 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 StrongBuy and JHEIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JHEIX (515M). 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: 32.00 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 : 7.27 vs. JHEIX (-18.89). AWSHX return over 5 years is better than : 28.09 vs. JHEIX (-22.95).
| 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 | 6.463 | 18.679 | 35% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 515M | 42,330% |
| Annual Yield % from dividends | 1.20 | 0.68 | 176% |
| Returns for 1 year | 7.27 | -18.89 | -38% |
| Returns for 3 years | 33.24 | -9.74 | -341% |
| Returns for 5 years | 28.09 | -22.95 | -122% |
| Returns for 10 years | 78.89 | -4.51 | -1,751% |
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