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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: 219B vs. SJVAX (149M). AWSHX pays higher dividends than SJVAX: AWSHX (1.22) vs SJVAX (0.71). 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 : 18.13 vs. AWSHX (5.52).
| 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 | 3.732 | 15.282 | 24% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 149M | 146,980% |
| Annual Yield % from dividends | 1.22 | 0.71 | 172% |
| Returns for 1 year | 5.52 | 18.13 | 30% |
| Returns for 3 years | 28.24 | 50.31 | 56% |
| Returns for 5 years | 26.81 | N/A | - |
| Returns for 10 years | 75.70 | N/A | - |
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