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AWSHX vs SJVAX
AWSHX vs SJVAX Comparison
Open Charts AWSHX vs SJVAX
AWSHX vs SJVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SJVAX (154M). AWSHX pays higher dividends than SJVAX: AWSHX (1.20) vs SJVAX (0.68). AWSHX was incepted earlier than SJVAX: AWSHX (74 years) vs SJVAX (5 years). SJVAX (1.27) is less costly to investors than AWSHX (0.55). SJVAX is a more actively managed with annual turnover of: 107.00 vs. AWSHX (32.00). AWSHX (6%) and SJVAX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than SJVAX: AWSHX (250) vs SJVAX (1000). SJVAX annual gain was more profitable for investors over the last year : 19.88 vs. AWSHX (7.27).
| AWSHX | SJVAX | AWSHX / SJVAX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.27 | 43% |
| Fund Existence | 74 years | 5 years | - |
| Gain YTD | 6.463 | 18.819 | 34% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 154M | 141,558% |
| Annual Yield % from dividends | 1.20 | 0.68 | 177% |
| Returns for 1 year | 7.27 | 19.88 | 37% |
| Returns for 3 years | 33.24 | 57.98 | 57% |
| Returns for 5 years | 28.09 | N/A | - |
| Returns for 10 years | 78.89 | N/A | - |
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