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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
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 JVLIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. JVLIX (19.5B). AWSHX pays higher dividends than JVLIX: AWSHX (1.20) vs JVLIX (0.69). AWSHX was incepted earlier than JVLIX: AWSHX (74 years) vs JVLIX (30 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 : 21.81 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. JVLIX (20.65).
| 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 | 30 years | - |
| Gain YTD | 4.890 | 18.285 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 19.5B | 1,123% |
| Annual Yield % from dividends | 1.20 | 0.69 | 175% |
| Returns for 1 year | 6.76 | 21.81 | 31% |
| Returns for 3 years | 27.11 | 32.55 | 83% |
| Returns for 5 years | 27.56 | 20.65 | 133% |
| Returns for 10 years | 78.71 | 77.53 | 102% |
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