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AWSHX vs OCLVX
AWSHX vs OCLVX Comparison
Open Charts AWSHX vs OCLVX
AWSHX vs OCLVX Comparison Chart in %
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AWSHX vs. OCLVX commentary
Aug 23, 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 StrongBuy and OCLVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OCLVX (1.95B). AWSHX pays higher dividends than OCLVX: AWSHX (1.20) vs OCLVX (0.00). AWSHX was incepted earlier than OCLVX: AWSHX (74 years) vs OCLVX (23 years). OCLVX (1.92) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. OCLVX (16.00). AWSHX has a lower initial minimum investment than OCLVX: AWSHX (250) vs OCLVX (1000). OCLVX annual gain was more profitable for investors over the last year : 12.15 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. OCLVX (6.44).
| AWSHX | OCLVX | AWSHX / OCLVX | |
| Total Expense Ratio | 0.55 | 1.92 | 29% |
| Annual Report Gross Expense Ratio | 0.55 | 1.92 | 29% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 6.463 | 13.636 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.95B | 11,168% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 7.27 | 12.15 | 60% |
| Returns for 3 years | 33.24 | 18.54 | 179% |
| Returns for 5 years | 28.09 | 6.44 | 436% |
| Returns for 10 years | 78.89 | 41.92 | 188% |
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