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AWSHX vs MALVX
AWSHX vs MALVX Comparison
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AWSHX vs MALVX Comparison Chart in %
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AWSHX vs. MALVX commentary
Aug 03, 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 MALVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. MALVX (870M). AWSHX pays higher dividends than MALVX: AWSHX (1.20) vs MALVX (1.05). AWSHX was incepted earlier than MALVX: AWSHX (74 years) vs MALVX (27 years). MALVX (0.71) is less costly to investors than AWSHX (0.55). MALVX is a more actively managed with annual turnover of: 120.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than MALVX: AWSHX (250) vs MALVX (2000000). MALVX annual gain was more profitable for investors over the last year : 25.14 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. MALVX (23.73).
| AWSHX | MALVX | AWSHX / MALVX | |
| Total Expense Ratio | 0.55 | 0.54 | 102% |
| Annual Report Gross Expense Ratio | 0.55 | 0.71 | 77% |
| Fund Existence | 74 years | 27 years | - |
| Gain YTD | 4.890 | 15.842 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 870M | 25,172% |
| Annual Yield % from dividends | 1.20 | 1.05 | 114% |
| Returns for 1 year | 6.76 | 25.14 | 27% |
| Returns for 3 years | 27.11 | 34.23 | 79% |
| Returns for 5 years | 27.56 | 23.73 | 116% |
| Returns for 10 years | 78.71 | 90.83 | 87% |
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