Interact to see
Advertisement
Advertisement
AWSHX vs OLVRX
AWSHX vs OLVRX Comparison
Open Charts AWSHX vs OLVRX
AWSHX vs OLVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. OLVRX commentary
Sep 18, 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: 218B vs. OLVRX (4.96B). AWSHX pays higher dividends than OLVRX: AWSHX (1.19) vs OLVRX (0.92). 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: 223.00 vs. AWSHX (32.00). 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 : 9.31 vs. AWSHX (1.39). OLVRX return over 5 years is better than : 28.61 vs. AWSHX (25.30).
| 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 | 3.292 | 10.925 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.96B | 4,400% |
| Annual Yield % from dividends | 1.19 | 0.92 | 130% |
| Returns for 1 year | 1.39 | 9.31 | 15% |
| Returns for 3 years | 27.91 | 31.24 | 89% |
| Returns for 5 years | 25.30 | 28.61 | 88% |
| Returns for 10 years | 78.79 | N/A | - |
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 % |
| RNNEX | 79.64 | 0.91 | +1.16% |
| American Funds New Economy R-2E | |||
| IHOIX | 23.53 | N/A | N/A |
| Hartford International Opportunities I | |||
| PSSJX | 25.83 | N/A | N/A |
| Principal SmallCap S&P 600 Index J | |||
| KMDIX | 33.78 | N/A | N/A |
| Keeley Gabelli Mid Cap Dividend I | |||
| CAVAX | 18.86 | N/A | N/A |
| SEI Catholic Values Equity F (SCVT) | |||