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AWSHX vs TRCVX
AWSHX vs TRCVX Comparison
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AWSHX vs TRCVX Comparison Chart in %
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AWSHX vs. TRCVX commentary
Sep 12, 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 Buy and TRCVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. TRCVX (13.5B). TRCVX pays higher dividends than AWSHX: TRCVX (1.30) 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). AWSHX (32.00) and TRCVX (31.00) have comparable annual turnover. 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 : 21.37 vs. AWSHX (1.84). TRCVX return over 5 years is better than : 52.09 vs. AWSHX (26.17).
| 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 | 4.334 | 21.152 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 13.5B | 1,615% |
| Annual Yield % from dividends | 1.19 | 1.30 | 92% |
| Returns for 1 year | 1.84 | 21.37 | 9% |
| Returns for 3 years | 29.29 | 56.72 | 52% |
| Returns for 5 years | 26.17 | 52.09 | 50% |
| Returns for 10 years | 80.32 | 126.00 | 64% |
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