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AWSHX vs LGVAX
AWSHX vs LGVAX Comparison
Open Charts AWSHX vs LGVAX
AWSHX vs LGVAX Comparison Chart in %
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AWSHX vs. LGVAX commentary
Jun 15, 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 LGVAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LGVAX (4.2B). LGVAX (1.21) and AWSHX (1.19) have matching dividends . AWSHX was incepted earlier than LGVAX: AWSHX (74 years) vs LGVAX (17 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 (11.30) and AWSHX (11.04) have marching annual gain over last year. AWSHX return over 5 years is better than : 25.94 vs. LGVAX (-5.51).
| 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 | 17 years | - |
| Gain YTD | 5.948 | 11.332 | 52% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.2B | 5,195% |
| Annual Yield % from dividends | 1.19 | 1.21 | 98% |
| Returns for 1 year | 11.04 | 11.30 | 98% |
| Returns for 3 years | 30.51 | 17.12 | 178% |
| Returns for 5 years | 25.94 | -5.51 | -471% |
| Returns for 10 years | 85.51 | 76.65 | 112% |
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