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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
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 MCLVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. MCLVX (870M). AWSHX pays higher dividends than MCLVX: AWSHX (1.20) vs MCLVX (0.43). AWSHX was incepted earlier than MCLVX: AWSHX (74 years) vs MCLVX (27 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 : 21.72 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. MCLVX (10.83).
| 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 | 27 years | - |
| Gain YTD | 4.890 | 13.793 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 870M | 25,172% |
| Annual Yield % from dividends | 1.20 | 0.43 | 279% |
| Returns for 1 year | 6.76 | 21.72 | 31% |
| Returns for 3 years | 27.11 | 24.59 | 110% |
| Returns for 5 years | 27.56 | 10.83 | 255% |
| Returns for 10 years | 78.71 | 61.35 | 128% |
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