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AWSHX vs LVPSX
AWSHX vs LVPSX Comparison
Open Charts AWSHX vs LVPSX
AWSHX vs LVPSX Comparison Chart in %
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AWSHX vs. LVPSX 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 LVPSX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LVPSX (5.21M). AWSHX pays higher dividends than LVPSX: AWSHX (1.22) vs LVPSX (0.00). AWSHX was incepted earlier than LVPSX: AWSHX (74 years) vs LVPSX (24 years). LVPSX (2.79) is less costly to investors than AWSHX (0.55). LVPSX is a more actively managed with annual turnover of: 1805.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than LVPSX: AWSHX (250) vs LVPSX (15000). LVPSX annual gain was more profitable for investors over the last year : 9.57 vs. AWSHX (5.52). LVPSX return over 5 years is better than : 40.48 vs. AWSHX (26.81).
| AWSHX | LVPSX | AWSHX / LVPSX | |
| Total Expense Ratio | 0.55 | 2.78 | 20% |
| Annual Report Gross Expense Ratio | 0.55 | 2.79 | 20% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 3.732 | 8.132 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 5.21M | 4,201,842% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 5.52 | 9.57 | 58% |
| Returns for 3 years | 28.24 | 28.52 | 99% |
| Returns for 5 years | 26.81 | 40.48 | 66% |
| Returns for 10 years | 75.70 | 104.68 | 72% |
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