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
Jun 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 Hold and JVLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JVLAX (19.2B). AWSHX pays higher dividends than JVLAX: AWSHX (1.19) vs JVLAX (0.48). AWSHX was incepted earlier than JVLAX: AWSHX (74 years) vs JVLAX (17 years). JVLAX (0.97) is less costly to investors than AWSHX (0.55). JVLAX is a more actively managed with annual turnover of: 63.00 vs. AWSHX (29.00). 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 : 25.42 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. JVLAX (16.34).
| AWSHX | JVLAX | AWSHX / JVLAX | |
| Total Expense Ratio | 0.55 | 0.96 | 57% |
| Annual Report Gross Expense Ratio | 0.55 | 0.97 | 57% |
| Fund Existence | 74 years | 17 years | - |
| Gain YTD | 5.471 | 15.335 | 36% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 19.2B | 1,115% |
| Annual Yield % from dividends | 1.19 | 0.48 | 249% |
| Returns for 1 year | 7.86 | 25.42 | 31% |
| Returns for 3 years | 32.15 | 41.03 | 78% |
| Returns for 5 years | 25.50 | 16.34 | 156% |
| Returns for 10 years | 83.43 | 75.78 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers