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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
Jun 24, 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 JVARX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVARX (8.51B). JVARX pays higher dividends than AWSHX: JVARX (1.33) vs AWSHX (1.19). 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 (29.00). JVARX has a lower initial minimum investment than AWSHX: JVARX (0) vs AWSHX (250). AWSHX annual gain was more profitable for investors over the last year : 7.91 vs. JVARX (6.44). AWSHX return over 5 years is better than : 26.34 vs. JVARX (-1.30).
| 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 | 1.511 | 8.585 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 8.51B | 2,560% |
| Annual Yield % from dividends | 1.19 | 1.33 | 89% |
| Returns for 1 year | 7.91 | 6.44 | 123% |
| Returns for 3 years | 29.66 | 21.75 | 136% |
| Returns for 5 years | 26.34 | -1.30 | -2,031% |
| Returns for 10 years | 80.84 | N/A | - |
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