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AWSHX vs LMVTX
AWSHX vs LMVTX Comparison
Open Charts AWSHX vs LMVTX
AWSHX vs LMVTX Comparison Chart in %
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AWSHX vs. LMVTX 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 LMVTX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LMVTX (4.22B). AWSHX pays higher dividends than LMVTX: AWSHX (1.22) vs LMVTX (0.58). AWSHX was incepted earlier than LMVTX: AWSHX (74 years) vs LMVTX (44 years). LMVTX (1.71) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. LMVTX (0.53). AWSHX has a lower initial minimum investment than LMVTX: AWSHX (250) vs LMVTX (1000). LMVTX annual gain was more profitable for investors over the last year : 8.20 vs. AWSHX (5.38). AWSHX return over 5 years is better than : 26.87 vs. LMVTX (-6.34).
| AWSHX | LMVTX | AWSHX / LMVTX | |
| Total Expense Ratio | 0.55 | 1.71 | 32% |
| Annual Report Gross Expense Ratio | 0.55 | 1.71 | 32% |
| Fund Existence | 74 years | 44 years | - |
| Gain YTD | 4.010 | 12.199 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.22B | 5,185% |
| Annual Yield % from dividends | 1.22 | 0.58 | 210% |
| Returns for 1 year | 5.38 | 8.20 | 66% |
| Returns for 3 years | 30.10 | 12.92 | 233% |
| Returns for 5 years | 26.87 | -6.34 | -424% |
| Returns for 10 years | 76.91 | 59.48 | 129% |
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