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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 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 Hold and JVARX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JVARX (8.42B). 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 : 7.86 vs. JVARX (5.20). AWSHX return over 5 years is better than : 25.50 vs. JVARX (-6.18).
| 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 | 5.471 | 6.473 | 85% |
| 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 | 1.33 | 89% |
| Returns for 1 year | 7.86 | 5.20 | 151% |
| Returns for 3 years | 32.15 | 20.01 | 161% |
| Returns for 5 years | 25.50 | -6.18 | -412% |
| Returns for 10 years | 83.43 | N/A | - |
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