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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
Jul 14, 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: 219B vs. OLVTX (5.19B). AWSHX pays higher dividends than OLVTX: AWSHX (1.22) vs OLVTX (0.80). 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 (29.00). 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 : 13.47 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. OLVTX (22.74).
| 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 | 3.732 | 10.289 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 5.19B | 4,218% |
| Annual Yield % from dividends | 1.22 | 0.80 | 153% |
| Returns for 1 year | 5.52 | 13.47 | 41% |
| Returns for 3 years | 28.24 | 28.01 | 101% |
| Returns for 5 years | 26.81 | 22.74 | 118% |
| Returns for 10 years | 75.70 | N/A | - |