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AWSHX vs NYVCX
AWSHX vs NYVCX Comparison
Open Charts AWSHX vs NYVCX
AWSHX vs NYVCX Comparison Chart in %
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AWSHX vs. NYVCX 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 NYVCX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. NYVCX (7.49B). AWSHX pays higher dividends than NYVCX: AWSHX (1.19) vs NYVCX (0.30). 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: 32.00 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 : 7.18 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. NYVCX (-17.98).
| AWSHX | NYVCX | AWSHX / NYVCX | |
| Total Expense Ratio | 0.55 | 1.75 | 31% |
| Annual Report Gross Expense Ratio | 0.55 | 1.75 | 31% |
| Fund Existence | 74 years | 32 years | - |
| Gain YTD | 4.334 | 3.698 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 7.49B | 2,911% |
| Annual Yield % from dividends | 1.19 | 0.30 | 395% |
| Returns for 1 year | 1.84 | 7.18 | 26% |
| Returns for 3 years | 29.29 | 7.57 | 387% |
| Returns for 5 years | 26.17 | -17.98 | -146% |
| Returns for 10 years | 80.32 | -17.08 | -470% |
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