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AWSHX vs LMVRX
AWSHX vs LMVRX Comparison
Open Charts AWSHX vs LMVRX
AWSHX vs LMVRX Comparison Chart in %
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AWSHX vs. LMVRX 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 LMVRX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LMVRX (4.26B). AWSHX pays higher dividends than LMVRX: AWSHX (1.20) vs LMVRX (0.60). AWSHX was incepted earlier than LMVRX: AWSHX (74 years) vs LMVRX (20 years). LMVRX (1.34) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. LMVRX (0.53). LMVRX has a lower initial minimum investment than AWSHX: LMVRX (0) vs AWSHX (250). LMVRX annual gain was more profitable for investors over the last year : 15.07 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. LMVRX (8.79).
| AWSHX | LMVRX | AWSHX / LMVRX | |
| Total Expense Ratio | 0.55 | 1.34 | 41% |
| Annual Report Gross Expense Ratio | 0.55 | 1.34 | 41% |
| Fund Existence | 74 years | 20 years | - |
| Gain YTD | 4.890 | 13.742 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.26B | 5,140% |
| Annual Yield % from dividends | 1.20 | 0.60 | 199% |
| Returns for 1 year | 6.76 | 15.07 | 45% |
| Returns for 3 years | 27.11 | 18.53 | 146% |
| Returns for 5 years | 27.56 | 8.79 | 314% |
| Returns for 10 years | 78.71 | 84.34 | 93% |
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