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AWSHX vs JLVMX
AWSHX vs JLVMX Comparison
Open Charts AWSHX vs JLVMX
AWSHX vs JLVMX Comparison Chart in %
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AWSHX vs. JLVMX commentary
Jun 04, 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 JLVMX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JLVMX (5.08B). JLVMX pays higher dividends than AWSHX: JLVMX (1.31) vs AWSHX (1.19). AWSHX was incepted earlier than JLVMX: AWSHX (74 years) vs JLVMX (16 years). AWSHX (0.55) is less costly to investors than JLVMX (0.49). JLVMX is a more actively managed with annual turnover of: 185.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than JLVMX: AWSHX (250) vs JLVMX (15000000). JLVMX annual gain was more profitable for investors over the last year : 17.24 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. JLVMX (15.00).
| AWSHX | JLVMX | AWSHX / JLVMX | |
| Total Expense Ratio | 0.55 | 0.44 | 125% |
| Annual Report Gross Expense Ratio | 0.55 | 0.49 | 112% |
| Fund Existence | 74 years | 16 years | - |
| Gain YTD | 5.471 | 7.085 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 5.08B | 4,214% |
| Annual Yield % from dividends | 1.19 | 1.31 | 90% |
| Returns for 1 year | 7.86 | 17.24 | 46% |
| Returns for 3 years | 32.15 | 31.97 | 101% |
| Returns for 5 years | 25.50 | 15.00 | 170% |
| Returns for 10 years | 83.43 | 96.46 | 86% |
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