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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
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LGVAX (4.32B). AWSHX (1.20) and LGVAX (1.18) 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: 32.00 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 : 12.24 vs. AWSHX (7.16). AWSHX return over 5 years is better than : 28.20 vs. LGVAX (4.62).
| 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 | 6.556 | 15.788 | 42% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.32B | 5,050% |
| Annual Yield % from dividends | 1.20 | 1.18 | 102% |
| Returns for 1 year | 7.16 | 12.24 | 59% |
| Returns for 3 years | 33.38 | 20.01 | 167% |
| Returns for 5 years | 28.20 | 4.62 | 611% |
| Returns for 10 years | 78.87 | 71.43 | 110% |
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