Interact to see
Advertisement
Advertisement
AWSHX vs MDVZX
AWSHX vs MDVZX Comparison
Open Charts AWSHX vs MDVZX
AWSHX vs MDVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. MDVZX commentary
Sep 12, 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 MDVZX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. MDVZX (122M). MDVZX pays higher dividends than AWSHX: MDVZX (1.73) vs AWSHX (1.19). AWSHX was incepted earlier than MDVZX: AWSHX (74 years) vs MDVZX (8 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 : 17.27 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. MDVZX (19.78).
| 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 | 8 years | - |
| Gain YTD | 4.334 | 19.679 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 122M | 178,689% |
| Annual Yield % from dividends | 1.19 | 1.73 | 69% |
| Returns for 1 year | 1.84 | 17.27 | 11% |
| Returns for 3 years | 29.29 | 32.58 | 90% |
| Returns for 5 years | 26.17 | 19.78 | 132% |
| Returns for 10 years | 80.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers