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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
Aug 21, 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 (5.06B). AWSHX pays higher dividends than OLVRX: AWSHX (1.20) vs OLVRX (0.93). 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 (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 : 16.29 vs. AWSHX (7.16). OLVRX return over 5 years is better than : 31.83 vs. AWSHX (28.20).
| 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 | 6.556 | 13.476 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 5.06B | 4,313% |
| Annual Yield % from dividends | 1.20 | 0.93 | 129% |
| Returns for 1 year | 7.16 | 16.29 | 44% |
| Returns for 3 years | 33.38 | 35.04 | 95% |
| Returns for 5 years | 28.20 | 31.83 | 89% |
| Returns for 10 years | 78.87 | N/A | - |
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