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AWSHX vs OLVRX
AWSHX vs OLVRX Comparison
Open Charts AWSHX vs OLVRX
AWSHX vs OLVRX Comparison Chart in %
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AWSHX vs. OLVRX commentary
Jul 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 Hold and OLVRX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. OLVRX (5.14B). AWSHX pays higher dividends than OLVRX: AWSHX (1.22) vs OLVRX (0.95). AWSHX was incepted earlier than OLVRX: AWSHX (74 years) vs OLVRX (8 years). OLVRX (0.74) is less costly to investors than AWSHX (0.55). OLVRX is a more actively managed with annual turnover of: 185.00 vs. AWSHX (29.00). OLVRX has a lower initial minimum investment than AWSHX: OLVRX (0) vs AWSHX (250). OLVRX annual gain was more profitable for investors over the last year : 12.37 vs. AWSHX (5.45). AWSHX return over 5 years is better than : 26.45 vs. OLVRX (24.98).
| AWSHX | OLVRX | AWSHX / OLVRX | |
| Total Expense Ratio | 0.55 | 0.69 | 80% |
| Annual Report Gross Expense Ratio | 0.55 | 0.74 | 74% |
| Fund Existence | 74 years | 8 years | - |
| Gain YTD | 3.810 | 9.441 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 5.14B | 4,265% |
| Annual Yield % from dividends | 1.22 | 0.95 | 128% |
| Returns for 1 year | 5.45 | 12.37 | 44% |
| Returns for 3 years | 26.71 | 25.26 | 106% |
| Returns for 5 years | 26.45 | 24.98 | 106% |
| Returns for 10 years | 74.81 | N/A | - |
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