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AWSHX vs JVLIX
AWSHX vs JVLIX Comparison
Open Charts AWSHX vs JVLIX
AWSHX vs JVLIX Comparison Chart in %
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AWSHX vs. JVLIX commentary
Sep 13, 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 JVLIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVLIX (19.4B). AWSHX pays higher dividends than JVLIX: AWSHX (1.19) vs JVLIX (0.67). AWSHX was incepted earlier than JVLIX: AWSHX (74 years) vs JVLIX (30 years). JVLIX (0.71) is less costly to investors than AWSHX (0.55). JVLIX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than JVLIX: AWSHX (250) vs JVLIX (250000). JVLIX annual gain was more profitable for investors over the last year : 15.97 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. JVLIX (21.63).
| AWSHX | JVLIX | AWSHX / JVLIX | |
| Total Expense Ratio | 0.55 | 0.70 | 79% |
| Annual Report Gross Expense Ratio | 0.55 | 0.71 | 77% |
| Fund Existence | 74 years | 30 years | - |
| Gain YTD | 4.334 | 18.528 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.4B | 1,124% |
| Annual Yield % from dividends | 1.19 | 0.67 | 177% |
| Returns for 1 year | 1.84 | 15.97 | 12% |
| Returns for 3 years | 29.29 | 34.72 | 84% |
| Returns for 5 years | 26.17 | 21.63 | 121% |
| Returns for 10 years | 80.32 | 77.00 | 104% |
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