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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
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 LMVTX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LMVTX (4.26B). AWSHX pays higher dividends than LMVTX: AWSHX (1.20) vs LMVTX (0.57). 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 : 12.33 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. LMVTX (-3.15).
| 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 | 4.890 | 13.484 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 4.26B | 5,140% |
| Annual Yield % from dividends | 1.20 | 0.57 | 211% |
| Returns for 1 year | 6.76 | 12.33 | 55% |
| Returns for 3 years | 27.11 | 10.29 | 264% |
| Returns for 5 years | 27.56 | -3.15 | -876% |
| Returns for 10 years | 78.71 | 60.45 | 130% |