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AWSHX vs LMVTX
AWSHX vs LMVTX Comparison
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AWSHX vs LMVTX Comparison Chart in %
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AWSHX vs. LMVTX 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 LMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LMVTX (4.27B). AWSHX pays higher dividends than LMVTX: AWSHX (1.19) vs LMVTX (0.56). 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: 32.00 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 : 6.99 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. LMVTX (-1.93).
| 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 | 4.334 | 14.483 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.27B | 5,103% |
| Annual Yield % from dividends | 1.19 | 0.56 | 213% |
| Returns for 1 year | 1.84 | 6.99 | 26% |
| Returns for 3 years | 29.29 | 14.26 | 205% |
| Returns for 5 years | 26.17 | -1.93 | -1,355% |
| Returns for 10 years | 80.32 | 62.53 | 128% |
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