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AWSHX vs MBVKX
AWSHX vs MBVKX Comparison
Open Charts AWSHX vs MBVKX
AWSHX vs MBVKX Comparison Chart in %
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AWSHX vs. MBVKX commentary
Jun 04, 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 MBVKX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. MBVKX (2.01B). MBVKX pays higher dividends than AWSHX: MBVKX (1.82) vs AWSHX (1.19). AWSHX was incepted earlier than MBVKX: AWSHX (74 years) vs MBVKX (11 years). AWSHX (0.55) is less costly to investors than MBVKX (0.48). MBVKX is a more actively managed with annual turnover of: 80.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than MBVKX: AWSHX (250) vs MBVKX (5000000). MBVKX annual gain was more profitable for investors over the last year : 15.03 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. MBVKX (6.06).
| AWSHX | MBVKX | AWSHX / MBVKX | |
| Total Expense Ratio | 0.55 | 0.48 | 115% |
| Annual Report Gross Expense Ratio | 0.55 | 0.48 | 115% |
| Fund Existence | 74 years | 11 years | - |
| Gain YTD | 5.471 | 8.751 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 2.01B | 10,673% |
| Annual Yield % from dividends | 1.19 | 1.82 | 65% |
| Returns for 1 year | 7.86 | 15.03 | 52% |
| Returns for 3 years | 32.15 | 35.16 | 91% |
| Returns for 5 years | 25.50 | 6.06 | 421% |
| Returns for 10 years | 83.43 | 13.26 | 629% |
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