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AWSHX vs JLVZX
AWSHX vs JLVZX Comparison
Open Charts AWSHX vs JLVZX
AWSHX vs JLVZX Comparison Chart in %
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AWSHX vs. JLVZX 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 JLVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JLVZX (5.03B). AWSHX pays higher dividends than JLVZX: AWSHX (1.20) vs JLVZX (0.53). AWSHX was incepted earlier than JLVZX: AWSHX (74 years) vs JLVZX (18 years). JLVZX (1.26) is less costly to investors than AWSHX (0.55). JLVZX is a more actively managed with annual turnover of: 185.00 vs. AWSHX (29.00). JLVZX has a lower initial minimum investment than AWSHX: JLVZX (0) vs AWSHX (250). JLVZX annual gain was more profitable for investors over the last year : 15.83 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JLVZX (24.14).
| AWSHX | JLVZX | AWSHX / JLVZX | |
| Total Expense Ratio | 0.55 | 1.19 | 46% |
| Annual Report Gross Expense Ratio | 0.55 | 1.26 | 44% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.890 | 11.604 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 5.03B | 4,356% |
| Annual Yield % from dividends | 1.20 | 0.53 | 227% |
| Returns for 1 year | 6.76 | 15.83 | 43% |
| Returns for 3 years | 27.11 | 25.83 | 105% |
| Returns for 5 years | 27.56 | 24.14 | 114% |
| Returns for 10 years | 78.71 | 98.28 | 80% |
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