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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
Sep 13, 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: 218B vs. MALVX (895M). AWSHX pays higher dividends than MALVX: AWSHX (1.19) vs MALVX (1.03). 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 (32.00). 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 : 19.38 vs. AWSHX (1.84). AWSHX (26.17) and MALVX (24.99) have equivalent 5 years return.
| 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 | 4.334 | 16.767 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 895M | 24,358% |
| Annual Yield % from dividends | 1.19 | 1.03 | 116% |
| Returns for 1 year | 1.84 | 19.38 | 10% |
| Returns for 3 years | 29.29 | 37.70 | 78% |
| Returns for 5 years | 26.17 | 24.99 | 105% |
| Returns for 10 years | 80.32 | 90.21 | 89% |
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