Interact to see
Advertisement
Advertisement
AWSHX vs MALVX
AWSHX vs MALVX Comparison
Open Charts AWSHX vs MALVX
AWSHX vs MALVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. MALVX commentary
Jun 15, 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 Hold and MALVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. MALVX (827M). AWSHX pays higher dividends than MALVX: AWSHX (1.19) vs MALVX (1.08). AWSHX was incepted earlier than MALVX: AWSHX (74 years) vs MALVX (26 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 : 23.86 vs. AWSHX (11.04). AWSHX return over 5 years is better than : 25.94 vs. MALVX (17.32).
| 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 | 26 years | - |
| Gain YTD | 5.948 | 17.808 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 827M | 26,360% |
| Annual Yield % from dividends | 1.19 | 1.08 | 111% |
| Returns for 1 year | 11.04 | 23.86 | 46% |
| Returns for 3 years | 30.51 | 42.41 | 72% |
| Returns for 5 years | 25.94 | 17.32 | 150% |
| Returns for 10 years | 85.51 | 99.91 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TOTFX | 10.71 | 0.13 | +1.23% |
| Transamerica Mid Cap Value Opps R4 | |||
| MGLMX | 17.67 | 0.18 | +1.03% |
| MFS Global Real Estate R4 | |||
| NILTX | 16.29 | 0.14 | +0.87% |
| Neuberger International Sel Tr | |||
| PMFKX | 13.83 | 0.09 | +0.66% |
| Victory Pioneer Multi-Asset Income R6 | |||
| SHXIX | 15.78 | 0.01 | +0.06% |
| American Beacon Shapiro Equity Opps R5 | |||