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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
Jul 14, 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 (8.61B). JVARX pays higher dividends than AWSHX: JVARX (1.29) vs AWSHX (1.22). 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 (5.65) and AWSHX (5.52) have marching annual gain over last year. AWSHX return over 5 years is better than : 26.81 vs. JVARX (1.03).
| 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 | 3.732 | 12.287 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 8.61B | 2,543% |
| Annual Yield % from dividends | 1.22 | 1.29 | 95% |
| Returns for 1 year | 5.52 | 5.65 | 98% |
| Returns for 3 years | 28.24 | 20.78 | 136% |
| Returns for 5 years | 26.81 | 1.03 | 2,610% |
| Returns for 10 years | 75.70 | N/A | - |
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