Interact to see
Advertisement
Advertisement
AWSHX vs JVLAX
AWSHX vs JVLAX Comparison
Open Charts AWSHX vs JVLAX
AWSHX vs JVLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. JVLAX commentary
Sep 12, 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 JVLAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVLAX (19.4B). AWSHX pays higher dividends than JVLAX: AWSHX (1.19) vs JVLAX (0.46). AWSHX was incepted earlier than JVLAX: AWSHX (74 years) vs JVLAX (18 years). JVLAX (0.96) is less costly to investors than AWSHX (0.55). JVLAX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (32.00). AWSHX initial investment is less costly to investors than JVLAX (5%) vs JVLAX (5%). AWSHX has a lower initial minimum investment than JVLAX: AWSHX (250) vs JVLAX (1000). JVLAX annual gain was more profitable for investors over the last year : 16.03 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. JVLAX (22.80).
| AWSHX | JVLAX | AWSHX / JVLAX | |
| Total Expense Ratio | 0.55 | 0.95 | 58% |
| Annual Report Gross Expense Ratio | 0.55 | 0.96 | 57% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.334 | 18.356 | 24% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.4B | 1,124% |
| Annual Yield % from dividends | 1.19 | 0.46 | 261% |
| Returns for 1 year | 1.84 | 16.03 | 11% |
| Returns for 3 years | 29.29 | 35.30 | 83% |
| Returns for 5 years | 26.17 | 22.80 | 115% |
| Returns for 10 years | 80.32 | 78.51 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NBRTX | 29.61 | 0.22 | +0.75% |
| Neuberger M/C Intrinsic Val Inst | |||
| MLACX | 2.80 | 0.02 | +0.72% |
| NYLIM Winslow Large Cap Growth Class C | |||
| ISMOX | 3.12 | N/A | N/A |
| Voya MidCap Opportunities Port S | |||
| GXXIX | 14.44 | N/A | N/A |
| abrdn US Sustainable Leaders InstlSvc | |||
| FGDMX | 136.64 | N/A | N/A |
| Fidelity Advisor Communication ServicesA | |||