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AWSHX vs OLVTX
AWSHX vs OLVTX Comparison
Open Charts AWSHX vs OLVTX
AWSHX vs OLVTX Comparison Chart in %
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AWSHX vs. OLVTX 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 OLVTX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OLVTX (4.95B). AWSHX pays higher dividends than OLVTX: AWSHX (1.19) vs OLVTX (0.77). AWSHX was incepted earlier than OLVTX: AWSHX (74 years) vs OLVTX (8 years). OLVTX (1.00) is less costly to investors than AWSHX (0.55). OLVTX is a more actively managed with annual turnover of: 185.00 vs. AWSHX (32.00). OLVTX has a lower initial minimum investment than AWSHX: OLVTX (0) vs AWSHX (250). OLVTX annual gain was more profitable for investors over the last year : 9.11 vs. AWSHX (1.84). OLVTX (27.30) and AWSHX (26.17) have equivalent 5 years return.
| AWSHX | OLVTX | AWSHX / OLVTX | |
| Total Expense Ratio | 0.55 | 0.94 | 59% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 74 years | 8 years | - |
| Gain YTD | 4.334 | 11.485 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 4.95B | 4,407% |
| Annual Yield % from dividends | 1.19 | 0.77 | 155% |
| Returns for 1 year | 1.84 | 9.11 | 20% |
| Returns for 3 years | 29.29 | 30.59 | 96% |
| Returns for 5 years | 26.17 | 27.30 | 96% |
| Returns for 10 years | 80.32 | N/A | - |
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