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AWSHX vs JVLAX
AWSHX vs JVLAX Comparison
Open Charts AWSHX vs JVLAX
AWSHX vs JVLAX Comparison Chart in %
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AWSHX vs. JVLAX 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 JVLAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVLAX (19.5B). AWSHX pays higher dividends than JVLAX: AWSHX (1.19) vs JVLAX (0.48). AWSHX was incepted earlier than JVLAX: AWSHX (74 years) vs JVLAX (18 years). JVLAX (0.97) is less costly to investors than AWSHX (0.55). JVLAX is a more actively managed with annual turnover of: 42.00 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 : 25.91 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. JVLAX (22.59).
| 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 | 18 years | - |
| Gain YTD | 1.511 | 17.514 | 9% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.5B | 1,118% |
| Annual Yield % from dividends | 1.19 | 0.48 | 249% |
| Returns for 1 year | 7.91 | 25.91 | 31% |
| Returns for 3 years | 29.66 | 42.26 | 70% |
| Returns for 5 years | 26.34 | 22.59 | 117% |
| Returns for 10 years | 80.84 | 85.87 | 94% |
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