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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
Sep 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 LVFLX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LVFLX (161M). AWSHX pays higher dividends than LVFLX: AWSHX (1.19) 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 : 8.10 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. LVFLX (-7.19).
| 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 | 4.334 | 6.154 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 161M | 135,404% |
| Annual Yield % from dividends | 1.19 | 0.42 | 282% |
| Returns for 1 year | 1.84 | 8.10 | 23% |
| Returns for 3 years | 29.29 | 64.34 | 46% |
| Returns for 5 years | 26.17 | -7.19 | -364% |
| Returns for 10 years | 80.32 | N/A | - |
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