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AWSHX vs MDVZX
AWSHX vs MDVZX Comparison
Open Charts AWSHX vs MDVZX
AWSHX vs MDVZX Comparison Chart in %
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AWSHX vs. MDVZX commentary
Aug 23, 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 StrongBuy and MDVZX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. MDVZX (127M). MDVZX pays higher dividends than AWSHX: MDVZX (1.78) vs AWSHX (1.20). AWSHX was incepted earlier than MDVZX: AWSHX (74 years) vs MDVZX (7 years). AWSHX (0.55) is less costly to investors than MDVZX (0.49). MDVZX is a more actively managed with annual turnover of: 49.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than MDVZX: AWSHX (250) vs MDVZX (1000000). MDVZX annual gain was more profitable for investors over the last year : 21.10 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. MDVZX (18.86).
| AWSHX | MDVZX | AWSHX / MDVZX | |
| Total Expense Ratio | 0.55 | 0.46 | 120% |
| Annual Report Gross Expense Ratio | 0.55 | 0.49 | 112% |
| Fund Existence | 74 years | 7 years | - |
| Gain YTD | 6.463 | 20.384 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 127M | 171,654% |
| Annual Yield % from dividends | 1.20 | 1.78 | 68% |
| Returns for 1 year | 7.27 | 21.10 | 34% |
| Returns for 3 years | 33.24 | 34.16 | 97% |
| Returns for 5 years | 28.09 | 18.86 | 149% |
| Returns for 10 years | 78.89 | N/A | - |
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