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AWSHX vs MCLVX
AWSHX vs MCLVX Comparison
Open Charts AWSHX vs MCLVX
AWSHX vs MCLVX Comparison Chart in %
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AWSHX vs. MCLVX 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 MCLVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. MCLVX (804M). AWSHX pays higher dividends than MCLVX: AWSHX (1.19) vs MCLVX (0.43). AWSHX was incepted earlier than MCLVX: AWSHX (74 years) vs MCLVX (26 years). MCLVX (1.75) is less costly to investors than AWSHX (0.55). MCLVX is a more actively managed with annual turnover of: 120.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than MCLVX: AWSHX (250) vs MCLVX (1000). MCLVX annual gain was more profitable for investors over the last year : 19.38 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. MCLVX (2.80).
| AWSHX | MCLVX | AWSHX / MCLVX | |
| Total Expense Ratio | 0.55 | 1.54 | 36% |
| Annual Report Gross Expense Ratio | 0.55 | 1.75 | 31% |
| Fund Existence | 74 years | 26 years | - |
| Gain YTD | 5.471 | 14.239 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 804M | 26,617% |
| Annual Yield % from dividends | 1.19 | 0.43 | 275% |
| Returns for 1 year | 7.86 | 19.38 | 41% |
| Returns for 3 years | 32.15 | 33.68 | 95% |
| Returns for 5 years | 25.50 | 2.80 | 912% |
| Returns for 10 years | 83.43 | 63.23 | 132% |
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