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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
Jul 07, 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 OCLVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OCLVX (1.9B). AWSHX pays higher dividends than OCLVX: AWSHX (1.22) 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: 29.00 vs. OCLVX (11.00). 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 : 8.92 vs. AWSHX (5.75). AWSHX return over 5 years is better than : 27.39 vs. OCLVX (4.91).
| 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 | 4.041 | 9.806 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.9B | 11,462% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 5.75 | 8.92 | 65% |
| Returns for 3 years | 31.90 | 14.61 | 218% |
| Returns for 5 years | 27.39 | 4.91 | 558% |
| Returns for 10 years | 78.53 | 41.30 | 190% |
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