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 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. TRCVX (13.2B). 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 : 24.82 vs. AWSHX (7.91). TRCVX return over 5 years is better than : 48.09 vs. AWSHX (26.34).
| 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 | 1.511 | 15.846 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 13.2B | 1,652% |
| Annual Yield % from dividends | 1.19 | 1.40 | 85% |
| Returns for 1 year | 7.91 | 24.82 | 32% |
| Returns for 3 years | 29.66 | 54.42 | 54% |
| Returns for 5 years | 26.34 | 48.09 | 55% |
| Returns for 10 years | 80.84 | 126.26 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MADCX | 40.38 | 0.41 | +1.03% |
| BlackRock Emerging Mkts Instl | |||
| NILTX | 16.51 | 0.09 | +0.55% |
| Neuberger International Sel Tr | |||
| EAASX | 29.27 | N/A | N/A |
| Eaton Vance Atlanta Capital SMID-Cap A | |||
| HWSIX | 86.36 | N/A | N/A |
| Hotchkis & Wiley Small Cap Value I | |||
| SLGYX | 23.23 | N/A | N/A |
| Saratoga Large Capitalization Growth A | |||