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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
Jun 04, 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 Hold and JVAPX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JVAPX (8.42B). AWSHX pays higher dividends than JVAPX: AWSHX (1.19) vs JVAPX (1.08). 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 : 7.86 vs. JVAPX (4.44). AWSHX return over 5 years is better than : 25.50 vs. JVAPX (-8.62).
| 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 | 5.471 | 6.307 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 8.42B | 2,543% |
| Annual Yield % from dividends | 1.19 | 1.08 | 110% |
| Returns for 1 year | 7.86 | 4.44 | 177% |
| Returns for 3 years | 32.15 | 17.74 | 181% |
| Returns for 5 years | 25.50 | -8.62 | -296% |
| Returns for 10 years | 83.43 | N/A | - |
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