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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
Jun 23, 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 JVLIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. JVLIX (19.5B). AWSHX pays higher dividends than JVLIX: AWSHX (1.19) vs JVLIX (0.70). AWSHX was incepted earlier than JVLIX: AWSHX (74 years) vs JVLIX (29 years). JVLIX (0.72) is less costly to investors than AWSHX (0.55). JVLIX is a more actively managed with annual turnover of: 42.00 vs. AWSHX (29.00). 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 : 25.87 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. JVLIX (21.44).
| AWSHX | JVLIX | AWSHX / JVLIX | |
| Total Expense Ratio | 0.55 | 0.71 | 77% |
| Annual Report Gross Expense Ratio | 0.55 | 0.72 | 76% |
| Fund Existence | 74 years | 29 years | - |
| Gain YTD | 1.511 | 17.638 | 9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 19.5B | 1,118% |
| Annual Yield % from dividends | 1.19 | 0.70 | 169% |
| Returns for 1 year | 7.91 | 25.87 | 31% |
| Returns for 3 years | 29.66 | 41.69 | 71% |
| Returns for 5 years | 26.34 | 21.44 | 123% |
| Returns for 10 years | 80.84 | 84.26 | 96% |
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