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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
Sep 12, 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 JLVMX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JLVMX (4.95B). AWSHX (1.19) and JLVMX (1.18) have matching dividends . 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 (32.00). 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 : 9.79 vs. AWSHX (1.84). JLVMX return over 5 years is better than : 30.26 vs. AWSHX (26.17).
| 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 | 4.334 | 11.882 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.95B | 4,407% |
| Annual Yield % from dividends | 1.19 | 1.18 | 101% |
| Returns for 1 year | 1.84 | 9.79 | 19% |
| Returns for 3 years | 29.29 | 32.81 | 89% |
| Returns for 5 years | 26.17 | 30.26 | 86% |
| Returns for 10 years | 80.32 | 106.48 | 75% |
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