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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
Sep 13, 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: 218B vs. JVAYX (8.44B). JVAYX pays higher dividends than AWSHX: JVAYX (1.32) vs AWSHX (1.19). 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 (32.00). 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 : 4.65 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. JVAYX (3.14).
| 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 | 4.334 | 14.223 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 8.44B | 2,582% |
| Annual Yield % from dividends | 1.19 | 1.32 | 91% |
| Returns for 1 year | 1.84 | 4.65 | 40% |
| Returns for 3 years | 29.29 | 23.96 | 122% |
| Returns for 5 years | 26.17 | 3.14 | 833% |
| Returns for 10 years | 80.32 | 62.11 | 129% |
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