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AWSHX vs JVAPX
AWSHX vs JVAPX Comparison
Open Charts AWSHX vs JVAPX
AWSHX vs JVAPX Comparison Chart in %
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AWSHX vs. JVAPX commentary
Jul 11, 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 JVAPX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JVAPX (8.59B). AWSHX pays higher dividends than JVAPX: AWSHX (1.22) vs JVAPX (1.05). AWSHX was incepted earlier than JVAPX: AWSHX (74 years) vs JVAPX (10 years). JVAPX (1.16) is less costly to investors than AWSHX (0.55). JVAPX is a more actively managed with annual turnover of: 36.00 vs. AWSHX (29.00). JVAPX has a lower initial minimum investment than AWSHX: JVAPX (0) vs AWSHX (250). AWSHX annual gain was more profitable for investors over the last year : 5.38 vs. JVAPX (3.88). AWSHX return over 5 years is better than : 26.87 vs. JVAPX (-2.67).
| AWSHX | JVAPX | AWSHX / JVAPX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.16 | 47% |
| Fund Existence | 74 years | 10 years | - |
| Gain YTD | 4.010 | 11.680 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 8.59B | 2,551% |
| Annual Yield % from dividends | 1.22 | 1.05 | 117% |
| Returns for 1 year | 5.38 | 3.88 | 139% |
| Returns for 3 years | 30.10 | 18.12 | 166% |
| Returns for 5 years | 26.87 | -2.67 | -1,007% |
| Returns for 10 years | 76.91 | N/A | - |
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