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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
Jul 14, 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 (2.04B). MBVKX pays higher dividends than AWSHX: MBVKX (1.79) vs AWSHX (1.22). 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 : 11.89 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. MBVKX (13.56).
| 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 | 3.732 | 12.193 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.04B | 10,756% |
| Annual Yield % from dividends | 1.22 | 1.79 | 68% |
| Returns for 1 year | 5.52 | 11.89 | 46% |
| Returns for 3 years | 28.24 | 31.69 | 89% |
| Returns for 5 years | 26.81 | 13.56 | 198% |
| Returns for 10 years | 75.70 | 14.27 | 531% |
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