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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
Jul 14, 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 (19.6B). AWSHX pays higher dividends than JVLAX: AWSHX (1.22) 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 : 22.09 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. JVLAX (22.80).
| 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 | 3.732 | 18.585 | 20% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.6B | 1,117% |
| Annual Yield % from dividends | 1.22 | 0.47 | 262% |
| Returns for 1 year | 5.52 | 22.09 | 25% |
| Returns for 3 years | 28.24 | 37.63 | 75% |
| Returns for 5 years | 26.81 | 22.80 | 118% |
| Returns for 10 years | 75.70 | 77.60 | 98% |
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