Interact to see
Advertisement
Advertisement
AWSHX vs LGVAX
AWSHX vs LGVAX Comparison
Open Charts AWSHX vs LGVAX
AWSHX vs LGVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. LGVAX commentary
Jul 31, 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 LGVAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LGVAX (4.24B). AWSHX (1.22) and LGVAX (1.20) have matching dividends . AWSHX was incepted earlier than LGVAX: AWSHX (74 years) vs LGVAX (18 years). LGVAX (1.04) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. LGVAX (0.53). AWSHX (6%) and LGVAX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than LGVAX: AWSHX (250) vs LGVAX (1000). LGVAX annual gain was more profitable for investors over the last year : 11.89 vs. AWSHX (5.32). AWSHX return over 5 years is better than : 26.85 vs. LGVAX (1.90).
| AWSHX | LGVAX | AWSHX / LGVAX | |
| Total Expense Ratio | 0.55 | 1.01 | 54% |
| Annual Report Gross Expense Ratio | 0.55 | 1.04 | 53% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.303 | 14.058 | 31% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.24B | 5,161% |
| Annual Yield % from dividends | 1.22 | 1.20 | 101% |
| Returns for 1 year | 5.32 | 11.89 | 45% |
| Returns for 3 years | 26.33 | 13.19 | 200% |
| Returns for 5 years | 26.85 | 1.90 | 1,414% |
| Returns for 10 years | 76.41 | 70.79 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers