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AWSHX vs MDLVX
AWSHX vs MDLVX Comparison
Open Charts AWSHX vs MDLVX
AWSHX vs MDLVX Comparison Chart in %
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AWSHX vs. MDLVX commentary
Jul 07, 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 MDLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. MDLVX (851M). AWSHX pays higher dividends than MDLVX: AWSHX (1.22) vs MDLVX (0.89). AWSHX was incepted earlier than MDLVX: AWSHX (74 years) vs MDLVX (27 years). MDLVX (0.96) is less costly to investors than AWSHX (0.55). MDLVX is a more actively managed with annual turnover of: 120.00 vs. AWSHX (29.00). AWSHX initial investment is less costly to investors than MDLVX (5%) vs MDLVX (5%). AWSHX has a lower initial minimum investment than MDLVX: AWSHX (250) vs MDLVX (1000). MDLVX annual gain was more profitable for investors over the last year : 22.07 vs. AWSHX (5.75). AWSHX return over 5 years is better than : 27.39 vs. MDLVX (18.32).
| AWSHX | MDLVX | AWSHX / MDLVX | |
| Total Expense Ratio | 0.55 | 0.79 | 70% |
| Annual Report Gross Expense Ratio | 0.55 | 0.96 | 57% |
| Fund Existence | 74 years | 27 years | - |
| Gain YTD | 4.041 | 20.102 | 20% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 851M | 25,617% |
| Annual Yield % from dividends | 1.22 | 0.89 | 138% |
| Returns for 1 year | 5.75 | 22.07 | 26% |
| Returns for 3 years | 31.90 | 42.85 | 74% |
| Returns for 5 years | 27.39 | 18.32 | 150% |
| Returns for 10 years | 78.53 | 92.50 | 85% |
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