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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
Jul 14, 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: 219B vs. LVFLX (157M). AWSHX pays higher dividends than LVFLX: AWSHX (1.22) vs LVFLX (0.44). 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 (29.00). 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 : 15.52 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. LVFLX (-6.67).
| 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 | 3.732 | 5.769 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 157M | 139,490% |
| Annual Yield % from dividends | 1.22 | 0.44 | 279% |
| Returns for 1 year | 5.52 | 15.52 | 36% |
| Returns for 3 years | 28.24 | 63.27 | 45% |
| Returns for 5 years | 26.81 | -6.67 | -402% |
| Returns for 10 years | 75.70 | N/A | - |
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