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AWSHX vs NYVRX
AWSHX vs NYVRX Comparison
Open Charts AWSHX vs NYVRX
AWSHX vs NYVRX Comparison Chart in %
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AWSHX vs. NYVRX commentary
Sep 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 NYVRX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. NYVRX (7.45B). AWSHX pays higher dividends than NYVRX: AWSHX (1.19) vs NYVRX (0.77). AWSHX was incepted earlier than NYVRX: AWSHX (74 years) vs NYVRX (23 years). NYVRX (1.20) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. NYVRX (17.00). AWSHX has a lower initial minimum investment than NYVRX: AWSHX (250) vs NYVRX (500000). NYVRX annual gain was more profitable for investors over the last year : 11.06 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. NYVRX (-1.89).
| AWSHX | NYVRX | AWSHX / NYVRX | |
| Total Expense Ratio | 0.55 | 1.20 | 46% |
| Annual Report Gross Expense Ratio | 0.55 | 1.20 | 46% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 4.334 | 6.166 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 7.45B | 2,928% |
| Annual Yield % from dividends | 1.19 | 0.77 | 155% |
| Returns for 1 year | 1.84 | 11.06 | 17% |
| Returns for 3 years | 29.29 | 22.36 | 131% |
| Returns for 5 years | 26.17 | -1.89 | -1,387% |
| Returns for 10 years | 80.32 | 8.20 | 980% |
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