Interact to see
Advertisement
Advertisement
AWSHX vs OILVX
AWSHX vs OILVX Comparison
Open Charts AWSHX vs OILVX
AWSHX vs OILVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. OILVX 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 OILVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OILVX (1.9B). AWSHX pays higher dividends than OILVX: AWSHX (1.19) vs OILVX (1.01). AWSHX was incepted earlier than OILVX: AWSHX (74 years) vs OILVX (23 years). OILVX (0.92) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. OILVX (16.00). OILVX has a lower initial minimum investment than AWSHX: OILVX (0) vs AWSHX (250). OILVX annual gain was more profitable for investors over the last year : 8.96 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. OILVX (10.95).
| AWSHX | OILVX | AWSHX / OILVX | |
| Total Expense Ratio | 0.55 | 0.92 | 60% |
| Annual Report Gross Expense Ratio | 0.55 | 0.92 | 60% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 4.334 | 12.519 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.9B | 11,486% |
| Annual Yield % from dividends | 1.19 | 1.01 | 119% |
| Returns for 1 year | 1.84 | 8.96 | 21% |
| Returns for 3 years | 29.29 | 19.02 | 154% |
| Returns for 5 years | 26.17 | 10.95 | 239% |
| Returns for 10 years | 80.32 | 59.31 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SGISX | 42.55 | N/A | N/A |
| Steward Global Equity Income Fund I | |||
| PDAVX | 13.66 | N/A | N/A |
| PineBridge Dynamic Asset Allc Invt Svcng | |||
| GSINX | 23.77 | N/A | N/A |
| Goldman Sachs GQG Ptnrs Intl Opps Inv | |||
| PSPIX | 29.02 | N/A | N/A |
| Principal SmallCap S&P 600 Index R6 | |||
| FLENX | 50.21 | N/A | N/A |
| Fidelity Advisor® Leveraged CoStock I | |||