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AWSHX vs LVFLX
AWSHX vs LVFLX Comparison
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AWSHX vs LVFLX Comparison Chart in %
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AWSHX vs. LVFLX commentary
Aug 23, 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 StrongBuy and LVFLX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LVFLX (167M). AWSHX pays higher dividends than LVFLX: AWSHX (1.20) vs LVFLX (0.42). AWSHX was incepted earlier than LVFLX: AWSHX (74 years) vs LVFLX (7 years). LVFLX (1.19) is less costly to investors than AWSHX (0.55). LVFLX is a more actively managed with annual turnover of: 39.00 vs. AWSHX (32.00). LVFLX has a lower initial minimum investment than AWSHX: LVFLX (0) vs AWSHX (250). LVFLX annual gain was more profitable for investors over the last year : 16.35 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. LVFLX (-3.65).
| AWSHX | LVFLX | AWSHX / LVFLX | |
| Total Expense Ratio | 0.55 | 0.63 | 87% |
| Annual Report Gross Expense Ratio | 0.55 | 1.19 | 46% |
| Fund Existence | 74 years | 7 years | - |
| Gain YTD | 6.463 | 10.321 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 167M | 130,539% |
| Annual Yield % from dividends | 1.20 | 0.42 | 285% |
| Returns for 1 year | 7.27 | 16.35 | 44% |
| Returns for 3 years | 33.24 | 74.56 | 45% |
| Returns for 5 years | 28.09 | -3.65 | -769% |
| Returns for 10 years | 78.89 | N/A | - |
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