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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
Aug 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 Buy and JVLAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JVLAX (19.5B). AWSHX pays higher dividends than JVLAX: AWSHX (1.20) vs JVLAX (0.47). 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 : 21.85 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JVLAX (21.81).
| 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 | 4.890 | 18.126 | 27% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.5B | 1,123% |
| Annual Yield % from dividends | 1.20 | 0.47 | 258% |
| Returns for 1 year | 6.76 | 21.85 | 31% |
| Returns for 3 years | 27.11 | 33.10 | 82% |
| Returns for 5 years | 27.56 | 21.81 | 126% |
| Returns for 10 years | 78.71 | 78.95 | 100% |
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