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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
Jul 14, 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: 219B vs. JLVMX (5.19B). JLVMX (1.22) and AWSHX (1.22) 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 : 14.14 vs. AWSHX (5.52). AWSHX (26.81) and JLVMX (25.58) 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 | 3.732 | 10.599 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 5.19B | 4,218% |
| Annual Yield % from dividends | 1.22 | 1.22 | 100% |
| Returns for 1 year | 5.52 | 14.14 | 39% |
| Returns for 3 years | 28.24 | 30.24 | 93% |
| Returns for 5 years | 26.81 | 25.58 | 105% |
| Returns for 10 years | 75.70 | 105.53 | 72% |
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