AWSHX
Price
$67.98
Change
-$0.02 (-0.03%)
Updated
Jul 31 closing price
Net Assets
219.02B
SJVAX
Price
$35.20
Change
+$0.04 (+0.11%)
Updated
Jul 31 closing price
Net Assets
152.57M
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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: 219B vs. SJVAX (153M). 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: 133.00 vs. AWSHX (29.00). 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 : 21.17 vs. AWSHX (6.76).
AWSHXSJVAXAWSHX / SJVAX
Total Expense Ratio0.551.0055%
Annual Report Gross Expense Ratio0.551.2743%
Fund Existence74 years5 years-
Gain YTD4.89017.45128%
Front Load6%6%100%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets219B153M143,137%
Annual Yield % from dividends1.200.68177%
Returns for 1 year6.7621.1732%
Returns for 3 years27.1149.2455%
Returns for 5 years27.56N/A-
Returns for 10 years78.71N/A-
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