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AWSHX vs JVLCX
AWSHX vs JVLCX Comparison
Open Charts AWSHX vs JVLCX
AWSHX vs JVLCX Comparison Chart in %
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AWSHX vs. JVLCX 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 JVLCX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JVLCX (19.5B). AWSHX pays higher dividends than JVLCX: AWSHX (1.20) vs JVLCX (0.00). AWSHX was incepted earlier than JVLCX: AWSHX (74 years) vs JVLCX (18 years). JVLCX (1.72) is less costly to investors than AWSHX (0.55). JVLCX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than JVLCX: AWSHX (250) vs JVLCX (1000). JVLCX annual gain was more profitable for investors over the last year : 20.24 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JVLCX (13.80).
| AWSHX | JVLCX | AWSHX / JVLCX | |
| Total Expense Ratio | 0.55 | 1.71 | 32% |
| Annual Report Gross Expense Ratio | 0.55 | 1.72 | 32% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.890 | 17.614 | 28% |
| Front Load | 6% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 6.76 | 20.24 | 33% |
| Returns for 3 years | 27.11 | 27.20 | 100% |
| Returns for 5 years | 27.56 | 13.80 | 200% |
| Returns for 10 years | 78.71 | 61.58 | 128% |
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