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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
Jul 12, 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 (4.23B). AWSHX pays higher dividends than LMVRX: AWSHX (1.22) vs LMVRX (0.62). 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 : 10.91 vs. AWSHX (5.38). AWSHX return over 5 years is better than : 26.87 vs. LMVRX (5.26).
| 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 | 4.010 | 12.508 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.23B | 5,180% |
| Annual Yield % from dividends | 1.22 | 0.62 | 198% |
| Returns for 1 year | 5.38 | 10.91 | 49% |
| Returns for 3 years | 30.10 | 21.44 | 140% |
| Returns for 5 years | 26.87 | 5.26 | 511% |
| Returns for 10 years | 76.91 | 83.37 | 92% |
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