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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 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 MDVZX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. MDVZX (131M). 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 (29.00). 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 : 20.32 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. MDVZX (17.32).
| 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 | 4.890 | 16.975 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 131M | 167,176% |
| Annual Yield % from dividends | 1.20 | 1.78 | 68% |
| Returns for 1 year | 6.76 | 20.32 | 33% |
| Returns for 3 years | 27.11 | 25.22 | 108% |
| Returns for 5 years | 27.56 | 17.32 | 159% |
| Returns for 10 years | 78.71 | N/A | - |
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