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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
Jun 24, 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 Hold and JHEIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JHEIX (598M). AWSHX pays higher dividends than JHEIX: AWSHX (1.19) vs JHEIX (1.00). 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 : 7.91 vs. JHEIX (-19.36). AWSHX return over 5 years is better than : 26.34 vs. JHEIX (-25.57).
| 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 | 1.511 | 13.341 | 11% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 598M | 36,455% |
| Annual Yield % from dividends | 1.19 | 1.00 | 119% |
| Returns for 1 year | 7.91 | -19.36 | -41% |
| Returns for 3 years | 29.66 | -12.47 | -238% |
| Returns for 5 years | 26.34 | -25.57 | -103% |
| Returns for 10 years | 80.84 | -2.21 | -3,662% |
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