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AWSHX vs MRLVX
AWSHX vs MRLVX Comparison
Open Charts AWSHX vs MRLVX
AWSHX vs MRLVX Comparison Chart in %
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AWSHX vs. MRLVX 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 MRLVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. MRLVX (870M). AWSHX pays higher dividends than MRLVX: AWSHX (1.20) vs MRLVX (0.76). AWSHX was incepted earlier than MRLVX: AWSHX (74 years) vs MRLVX (24 years). MRLVX (1.33) is less costly to investors than AWSHX (0.55). MRLVX is a more actively managed with annual turnover of: 120.00 vs. AWSHX (29.00). MRLVX has a lower initial minimum investment than AWSHX: MRLVX (100) vs AWSHX (250). MRLVX annual gain was more profitable for investors over the last year : 23.14 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. MRLVX (16.18).
| AWSHX | MRLVX | AWSHX / MRLVX | |
| Total Expense Ratio | 0.55 | 1.04 | 53% |
| Annual Report Gross Expense Ratio | 0.55 | 1.33 | 41% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 4.890 | 14.627 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 870M | 25,172% |
| Annual Yield % from dividends | 1.20 | 0.76 | 158% |
| Returns for 1 year | 6.76 | 23.14 | 29% |
| Returns for 3 years | 27.11 | 28.54 | 95% |
| Returns for 5 years | 27.56 | 16.18 | 170% |
| Returns for 10 years | 78.71 | 73.49 | 107% |
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