AWSHX
Price
$65.79
Change
-$0.30 (-0.45%)
Updated
Jun 22 closing price
Net Assets
218.08B
JVAYX
Price
$39.72
Change
+$0.07 (+0.18%)
Updated
Jun 22 closing price
Net Assets
8.51B
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AWSHX vs JVAYX

AWSHX vs JVAYX Comparison Chart in %
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AWSHX vs. JVAYX commentary
Jun 24, 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 JVAYX is a Buy.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVAYX (8.51B). JVAYX pays higher dividends than AWSHX: JVAYX (1.42) 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 (29.00). AWSHX has a lower initial minimum investment than JVAYX: AWSHX (250) vs JVAYX (15000000). AWSHX annual gain was more profitable for investors over the last year : 7.91 vs. JVAYX (6.61). AWSHX return over 5 years is better than : 26.34 vs. JVAYX (-0.78).
AWSHXJVAYXAWSHX / JVAYX
Total Expense Ratio0.550.50110%
Annual Report Gross Expense Ratio0.550.6092%
Fund Existence74 years10 years-
Gain YTD1.5118.66017%
Front Load6%N/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B8.51B2,560%
Annual Yield % from dividends1.191.4283%
Returns for 1 year7.916.61120%
Returns for 3 years29.6622.19134%
Returns for 5 years26.34-0.78-3,381%
Returns for 10 years80.84N/A-
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