AWSHX
Price
$67.62
Change
+$0.28 (+0.42%)
Updated
Sep 11 closing price
Net Assets
218.5B
SJVAX
Price
$35.88
Change
+$0.39 (+1.10%)
Updated
Sep 11 closing price
Net Assets
152.78M
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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 (153M). AWSHX pays higher dividends than SJVAX: AWSHX (1.19) vs SJVAX (0.67). 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 : 15.28 vs. AWSHX (1.84).
AWSHXSJVAXAWSHX / SJVAX
Total Expense Ratio0.551.0055%
Annual Report Gross Expense Ratio0.551.2743%
Fund Existence74 years5 years-
Gain YTD4.33418.15124%
Front Load6%6%100%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets218B153M142,484%
Annual Yield % from dividends1.190.67178%
Returns for 1 year1.8415.2812%
Returns for 3 years29.2955.1653%
Returns for 5 years26.17N/A-
Returns for 10 years80.32N/A-
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