Interact to see
Advertisement
Advertisement
AWSHX vs TRCVX
AWSHX vs TRCVX Comparison
Open Charts AWSHX vs TRCVX
AWSHX vs TRCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. TRCVX commentary
Jun 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWSHX is a Hold and TRCVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. TRCVX (12.9B). TRCVX pays higher dividends than AWSHX: TRCVX (1.40) vs AWSHX (1.19). AWSHX was incepted earlier than TRCVX: AWSHX (74 years) vs TRCVX (24 years). AWSHX (0.55) is less costly to investors than TRCVX (0.30). TRCVX is a more actively managed with annual turnover of: 31.00 vs. AWSHX (29.00). TRCVX has a lower initial minimum investment than AWSHX: TRCVX (0) vs AWSHX (250). TRCVX annual gain was more profitable for investors over the last year : 22.90 vs. AWSHX (7.86). TRCVX return over 5 years is better than : 41.33 vs. AWSHX (25.50).
| AWSHX | TRCVX | AWSHX / TRCVX | |
| Total Expense Ratio | 0.55 | 0.30 | 183% |
| Annual Report Gross Expense Ratio | 0.55 | 0.30 | 183% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 5.471 | 13.264 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 12.9B | 1,659% |
| Annual Yield % from dividends | 1.19 | 1.40 | 85% |
| Returns for 1 year | 7.86 | 22.90 | 34% |
| Returns for 3 years | 32.15 | 52.40 | 61% |
| Returns for 5 years | 25.50 | 41.33 | 62% |
| Returns for 10 years | 83.43 | 116.01 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement