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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
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 JLVZX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JLVZX (4.95B). AWSHX pays higher dividends than JLVZX: AWSHX (1.19) vs JLVZX (0.52). 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 (32.00). 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 : 8.99 vs. AWSHX (1.84). JLVZX (26.64) and AWSHX (26.17) have equivalent 5 years return.
| 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 | 4.334 | 11.322 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.95B | 4,407% |
| Annual Yield % from dividends | 1.19 | 0.52 | 229% |
| Returns for 1 year | 1.84 | 8.99 | 20% |
| Returns for 3 years | 29.29 | 30.01 | 98% |
| Returns for 5 years | 26.17 | 26.64 | 98% |
| Returns for 10 years | 80.32 | 93.86 | 86% |
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