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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
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 Buy and MRLVX is a Hold.
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 : 23.84 vs. AWSHX (6.78). AWSHX return over 5 years is better than : 25.18 vs. MRLVX (13.89).
| 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 | 23 years | - |
| Gain YTD | 1.217 | 18.874 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 836M | 26,077% |
| Annual Yield % from dividends | 1.19 | 0.79 | 150% |
| Returns for 1 year | 6.78 | 23.84 | 28% |
| Returns for 3 years | 29.28 | 40.21 | 73% |
| Returns for 5 years | 25.18 | 13.89 | 181% |
| Returns for 10 years | 80.32 | 88.54 | 91% |
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