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AWSHX vs LGVAX
AWSHX vs LGVAX Comparison
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AWSHX vs LGVAX Comparison Chart in %
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AWSHX vs. LGVAX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LGVAX (4.22B). AWSHX (1.22) and LGVAX (1.20) 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 annual gain was more profitable for investors over the last year : 9.50 vs. AWSHX (6.44). AWSHX return over 5 years is better than : 26.69 vs. LGVAX (-2.85).
| 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 | 3.856 | 12.382 | 31% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.22B | 5,165% |
| Annual Yield % from dividends | 1.22 | 1.20 | 101% |
| Returns for 1 year | 6.44 | 9.50 | 68% |
| Returns for 3 years | 29.69 | 17.40 | 171% |
| Returns for 5 years | 26.69 | -2.85 | -938% |
| Returns for 10 years | 79.81 | 76.63 | 104% |