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AWSHX vs JVAYX
AWSHX vs JVAYX Comparison
Open Charts AWSHX vs JVAYX
AWSHX vs JVAYX Comparison Chart in %
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AWSHX vs. JVAYX 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 JVAYX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JVAYX (8.73B). JVAYX pays higher dividends than AWSHX: JVAYX (1.33) vs AWSHX (1.20). AWSHX was incepted earlier than JVAYX: AWSHX (74 years) vs JVAYX (10 years). JVAYX (0.60) is less costly to investors than AWSHX (0.55). JVAYX is a more actively managed with annual turnover of: 36.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than JVAYX: AWSHX (250) vs JVAYX (15000000). JVAYX annual gain was more profitable for investors over the last year : 10.62 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JVAYX (3.76).
| AWSHX | JVAYX | AWSHX / JVAYX | |
| Total Expense Ratio | 0.55 | 0.50 | 110% |
| Annual Report Gross Expense Ratio | 0.55 | 0.60 | 92% |
| Fund Existence | 74 years | 10 years | - |
| Gain YTD | 4.890 | 14.990 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 8.73B | 2,507% |
| Annual Yield % from dividends | 1.20 | 1.33 | 90% |
| Returns for 1 year | 6.76 | 10.62 | 64% |
| Returns for 3 years | 27.11 | 20.77 | 131% |
| Returns for 5 years | 27.56 | 3.76 | 732% |
| Returns for 10 years | 78.71 | N/A | - |
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