AWSHX
Price
$65.79
Change
-$0.30 (-0.45%)
Updated
Jun 22 closing price
Net Assets
218.08B
MRLVX
Price
$34.83
Change
+$0.19 (+0.55%)
Updated
Jun 22 closing price
Net Assets
835.84M
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AWSHX vs MRLVX

AWSHX vs MRLVX Comparison Chart in %
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AWSHX vs. MRLVX commentary
Jun 24, 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 Hold and MRLVX is a Hold.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. MRLVX (836M). AWSHX pays higher dividends than MRLVX: AWSHX (1.19) vs MRLVX (0.79). AWSHX was incepted earlier than MRLVX: AWSHX (74 years) vs MRLVX (23 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 : 23.99 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. MRLVX (14.15).
AWSHXMRLVXAWSHX / MRLVX
Total Expense Ratio0.551.0453%
Annual Report Gross Expense Ratio0.551.3341%
Fund Existence74 years23 years-
Gain YTD1.51118.2258%
Front Load6%N/A-
Min. Initial Investment250100250%
Min. Initial Investment IRAN/AN/A-
Net Assets218B836M26,077%
Annual Yield % from dividends1.190.79150%
Returns for 1 year7.9123.9933%
Returns for 3 years29.6639.4575%
Returns for 5 years26.3414.15186%
Returns for 10 years80.8487.5192%
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