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AWSHX vs MDVWX
AWSHX vs MDVWX Comparison
Open Charts AWSHX vs MDVWX
AWSHX vs MDVWX Comparison Chart in %
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AWSHX vs. MDVWX 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 MDVWX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. MDVWX (132M). MDVWX pays higher dividends than AWSHX: MDVWX (2.26) vs AWSHX (1.22). AWSHX was incepted earlier than MDVWX: AWSHX (74 years) vs MDVWX (7 years). AWSHX (0.55) is less costly to investors than MDVWX (0.49). MDVWX is a more actively managed with annual turnover of: 49.00 vs. AWSHX (29.00). MDVWX has a lower initial minimum investment than AWSHX: MDVWX (0) vs AWSHX (250). MDVWX annual gain was more profitable for investors over the last year : 17.08 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. MDVWX (15.36).
| AWSHX | MDVWX | AWSHX / MDVWX | |
| Total Expense Ratio | 0.55 | 0.16 | 344% |
| Annual Report Gross Expense Ratio | 0.55 | 0.49 | 112% |
| Fund Existence | 74 years | 7 years | - |
| Gain YTD | 3.732 | 15.564 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 132M | 165,909% |
| Annual Yield % from dividends | 1.22 | 2.26 | 54% |
| Returns for 1 year | 5.52 | 17.08 | 32% |
| Returns for 3 years | 28.24 | 26.81 | 105% |
| Returns for 5 years | 26.81 | 15.36 | 174% |
| Returns for 10 years | 75.70 | N/A | - |
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