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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
Jun 04, 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 JVLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. JVLCX (19.2B). AWSHX pays higher dividends than JVLCX: AWSHX (1.19) vs JVLCX (0.00). AWSHX was incepted earlier than JVLCX: AWSHX (74 years) vs JVLCX (17 years). JVLCX (1.72) is less costly to investors than AWSHX (0.55). JVLCX is a more actively managed with annual turnover of: 63.00 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 : 23.75 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. JVLCX (8.72).
| 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 | 17 years | - |
| Gain YTD | 5.471 | 14.964 | 37% |
| Front Load | 6% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 7.86 | 23.75 | 33% |
| Returns for 3 years | 32.15 | 34.72 | 93% |
| Returns for 5 years | 25.50 | 8.72 | 292% |
| Returns for 10 years | 83.43 | 58.68 | 142% |
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