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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
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LMVRX (4.27B). AWSHX pays higher dividends than LMVRX: AWSHX (1.19) vs LMVRX (0.59). 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: 32.00 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 : 9.60 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. LMVRX (10.15).
| 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 | 4.334 | 14.790 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.27B | 5,103% |
| Annual Yield % from dividends | 1.19 | 0.59 | 201% |
| Returns for 1 year | 1.84 | 9.60 | 19% |
| Returns for 3 years | 29.29 | 22.79 | 129% |
| Returns for 5 years | 26.17 | 10.15 | 258% |
| Returns for 10 years | 80.32 | 86.73 | 93% |