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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
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 MBVKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. MBVKX (2.07B). MBVKX pays higher dividends than AWSHX: MBVKX (1.48) vs AWSHX (1.20). AWSHX was incepted earlier than MBVKX: AWSHX (74 years) vs MBVKX (12 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). AWSHX annual gain was more profitable for investors over the last year : 6.76 vs. MBVKX (5.04). AWSHX return over 5 years is better than : 27.56 vs. MBVKX (0.82).
| 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 | 12 years | - |
| Gain YTD | 4.890 | 0.551 | 887% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.07B | 10,590% |
| Annual Yield % from dividends | 1.20 | 1.48 | 82% |
| Returns for 1 year | 6.76 | 5.04 | 134% |
| Returns for 3 years | 27.11 | 16.27 | 167% |
| Returns for 5 years | 27.56 | 0.82 | 3,344% |
| Returns for 10 years | 78.71 | 4.45 | 1,769% |
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