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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JVAYX (8.42B). 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 : 7.86 vs. JVAYX (5.32). AWSHX return over 5 years is better than : 25.50 vs. JVAYX (-5.71).
| 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 | 5.471 | 6.522 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 8.42B | 2,543% |
| Annual Yield % from dividends | 1.19 | 1.42 | 83% |
| Returns for 1 year | 7.86 | 5.32 | 148% |
| Returns for 3 years | 32.15 | 20.42 | 157% |
| Returns for 5 years | 25.50 | -5.71 | -447% |
| Returns for 10 years | 83.43 | N/A | - |
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