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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
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 JLVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JLVMX (5.03B). AWSHX (1.20) and JLVMX (1.20) 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 (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 : 16.68 vs. AWSHX (6.76). JLVMX (27.70) and AWSHX (27.56) have equivalent 5 years return.
| 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 | 4.890 | 12.072 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 5.03B | 4,356% |
| Annual Yield % from dividends | 1.20 | 1.20 | 101% |
| Returns for 1 year | 6.76 | 16.68 | 41% |
| Returns for 3 years | 27.11 | 28.61 | 95% |
| Returns for 5 years | 27.56 | 27.70 | 99% |
| Returns for 10 years | 78.71 | 111.20 | 71% |
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