AWSHX
Price
$67.41
Change
+$0.16 (+0.24%)
Updated
Jul 10 closing price
Net Assets
219.02B
NYVCX
Price
$22.33
Change
+$0.09 (+0.40%)
Updated
Jul 10 closing price
Net Assets
7.56B
Interact to see
Advertisement

AWSHX vs NYVCX

AWSHX vs NYVCX Comparison Chart in %
View a ticker or compare two or three
VS
AWSHX vs. NYVCX commentary
Jul 12, 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 NYVCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. NYVCX (7.56B). AWSHX pays higher dividends than NYVCX: AWSHX (1.22) vs NYVCX (0.31). AWSHX was incepted earlier than NYVCX: AWSHX (74 years) vs NYVCX (32 years). NYVCX (1.75) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. NYVCX (17.00). AWSHX has a lower initial minimum investment than NYVCX: AWSHX (250) vs NYVCX (1000). NYVCX annual gain was more profitable for investors over the last year : 10.85 vs. AWSHX (5.38). AWSHX return over 5 years is better than : 26.87 vs. NYVCX (-21.66).
AWSHXNYVCXAWSHX / NYVCX
Total Expense Ratio0.551.7531%
Annual Report Gross Expense Ratio0.551.7531%
Fund Existence74 years32 years-
Gain YTD4.0103.513114%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets219B7.56B2,897%
Annual Yield % from dividends1.220.31396%
Returns for 1 year5.3810.8550%
Returns for 3 years30.108.67347%
Returns for 5 years26.87-21.66-124%
Returns for 10 years76.91-15.46-497%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AEIYX9.290.05
+0.54%
American Century Equity Income Y
WCMGX37.100.14
+0.38%
First Trust WCM Focused Global Gr Inst
ERBIX20.270.06
+0.30%
Eaton Vance Equity Strategy I
ASCQX22.04-0.12
-0.54%
American Century Small Company I
CMCMX10.28-0.11
-1.06%
Conestoga Discovery Investors