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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
Sep 13, 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: 218B vs. MRLVX (895M). AWSHX pays higher dividends than MRLVX: AWSHX (1.19) vs MRLVX (0.75). 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 (32.00). 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 : 17.46 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. MRLVX (17.31).
| 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 | 4.334 | 15.483 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 895M | 24,358% |
| Annual Yield % from dividends | 1.19 | 0.75 | 160% |
| Returns for 1 year | 1.84 | 17.46 | 11% |
| Returns for 3 years | 29.29 | 31.90 | 92% |
| Returns for 5 years | 26.17 | 17.31 | 151% |
| Returns for 10 years | 80.32 | 72.95 | 110% |
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