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AWSHX vs SJVIX
AWSHX vs SJVIX Comparison
Open Charts AWSHX vs SJVIX
AWSHX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SJVIX (149M). AWSHX pays higher dividends than SJVIX: AWSHX (1.22) vs SJVIX (0.89). AWSHX was incepted earlier than SJVIX: AWSHX (74 years) vs SJVIX (5 years). SJVIX (1.01) is less costly to investors than AWSHX (0.55). SJVIX is a more actively managed with annual turnover of: 133.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than SJVIX: AWSHX (250) vs SJVIX (100000). SJVIX annual gain was more profitable for investors over the last year : 18.40 vs. AWSHX (5.52).
| AWSHX | SJVIX | AWSHX / SJVIX | |
| Total Expense Ratio | 0.55 | 0.75 | 73% |
| Annual Report Gross Expense Ratio | 0.55 | 1.01 | 54% |
| Fund Existence | 74 years | 5 years | - |
| Gain YTD | 3.732 | 15.403 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 149M | 146,980% |
| Annual Yield % from dividends | 1.22 | 0.89 | 137% |
| Returns for 1 year | 5.52 | 18.40 | 30% |
| Returns for 3 years | 28.24 | 51.53 | 55% |
| Returns for 5 years | 26.81 | N/A | - |
| Returns for 10 years | 75.70 | N/A | - |
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