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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 03, 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 JVARX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JVARX (8.73B). 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 (29.00). 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 : 10.49 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JVARX (3.25).
| 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 | 4.890 | 14.920 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 8.73B | 2,507% |
| Annual Yield % from dividends | 1.20 | 1.24 | 97% |
| Returns for 1 year | 6.76 | 10.49 | 64% |
| Returns for 3 years | 27.11 | 20.34 | 133% |
| Returns for 5 years | 27.56 | 3.25 | 847% |
| Returns for 10 years | 78.71 | N/A | - |
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