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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
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. OLVRX (5.08B). AWSHX pays higher dividends than OLVRX: AWSHX (1.19) vs OLVRX (1.03). 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 : 17.09 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. OLVRX (14.50).
| 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 | 5.471 | 6.997 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 5.08B | 4,214% |
| Annual Yield % from dividends | 1.19 | 1.03 | 115% |
| Returns for 1 year | 7.86 | 17.09 | 46% |
| Returns for 3 years | 32.15 | 31.47 | 102% |
| Returns for 5 years | 25.50 | 14.50 | 176% |
| Returns for 10 years | 83.43 | N/A | - |
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