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AWSHX vs TVLRX
AWSHX vs TVLRX Comparison
Open Charts AWSHX vs TVLRX
AWSHX vs TVLRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. TVLRX (634M). TVLRX (1.24) and AWSHX (1.20) have matching dividends . AWSHX was incepted earlier than TVLRX: AWSHX (74 years) vs TVLRX (5 years). TVLRX (0.79) is less costly to investors than AWSHX (0.55). TVLRX is a more actively managed with annual turnover of: 40.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than TVLRX: AWSHX (250) vs TVLRX (50000). AWSHX annual gain was more profitable for investors over the last year : 7.27 vs. TVLRX (6.11).
| AWSHX | TVLRX | AWSHX / TVLRX | |
| Total Expense Ratio | 0.55 | 0.63 | 87% |
| Annual Report Gross Expense Ratio | 0.55 | 0.79 | 70% |
| Fund Existence | 74 years | 5 years | - |
| Gain YTD | 6.463 | 12.684 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 634M | 34,385% |
| Annual Yield % from dividends | 1.20 | 1.24 | 97% |
| Returns for 1 year | 7.27 | 6.11 | 119% |
| Returns for 3 years | 33.24 | 31.64 | 105% |
| Returns for 5 years | 28.09 | N/A | - |
| Returns for 10 years | 78.89 | N/A | - |
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