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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 02, 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: 219B vs. OCLVX (1.94B). 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: 29.00 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 : 13.01 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. OCLVX (6.06).
| 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 | 4.890 | 12.206 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.94B | 11,312% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 6.76 | 13.01 | 52% |
| Returns for 3 years | 27.11 | 12.61 | 215% |
| Returns for 5 years | 27.56 | 6.06 | 455% |
| Returns for 10 years | 78.71 | 42.64 | 185% |
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