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AWSHX vs JVARX
AWSHX vs JVARX Comparison
Open Charts AWSHX vs JVARX
AWSHX vs JVARX Comparison Chart in %
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AWSHX vs. JVARX commentary
Aug 23, 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 StrongBuy and JVARX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVARX (8.77B). JVARX (1.24) and AWSHX (1.20) have matching dividends . AWSHX was incepted earlier than JVARX: AWSHX (74 years) vs JVARX (10 years). JVARX (0.70) is less costly to investors than AWSHX (0.55). JVARX is a more actively managed with annual turnover of: 36.00 vs. AWSHX (32.00). JVARX has a lower initial minimum investment than AWSHX: JVARX (0) vs AWSHX (250). JVARX annual gain was more profitable for investors over the last year : 9.72 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. JVARX (3.90).
| AWSHX | JVARX | AWSHX / JVARX | |
| Total Expense Ratio | 0.55 | 0.60 | 92% |
| Annual Report Gross Expense Ratio | 0.55 | 0.70 | 79% |
| Fund Existence | 74 years | 10 years | - |
| Gain YTD | 6.463 | 17.142 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 8.77B | 2,485% |
| Annual Yield % from dividends | 1.20 | 1.24 | 97% |
| Returns for 1 year | 7.27 | 9.72 | 75% |
| Returns for 3 years | 33.24 | 28.34 | 117% |
| Returns for 5 years | 28.09 | 3.90 | 720% |
| Returns for 10 years | 78.89 | N/A | - |
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