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AWSHX vs UIVAX
AWSHX vs UIVAX Comparison
Open Charts AWSHX vs UIVAX
AWSHX vs UIVAX Comparison Chart in %
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AWSHX vs. UIVAX commentary
Jul 29, 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 UIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. UIVAX (1.48B). AWSHX pays higher dividends than UIVAX: AWSHX (1.22) vs UIVAX (1.07). AWSHX was incepted earlier than UIVAX: AWSHX (74 years) vs UIVAX (18 years). UIVAX (0.91) is less costly to investors than AWSHX (0.55). UIVAX is a more actively managed with annual turnover of: 50.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than UIVAX: AWSHX (250) vs UIVAX (1000000). UIVAX annual gain was more profitable for investors over the last year : 10.05 vs. AWSHX (5.07). AWSHX return over 5 years is better than : 27.62 vs. UIVAX (24.63).
| AWSHX | UIVAX | AWSHX / UIVAX | |
| Total Expense Ratio | 0.55 | 0.91 | 60% |
| Annual Report Gross Expense Ratio | 0.55 | 0.91 | 60% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 4.581 | 11.459 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.48B | 14,847% |
| Annual Yield % from dividends | 1.22 | 1.07 | 114% |
| Returns for 1 year | 5.07 | 10.05 | 50% |
| Returns for 3 years | 26.67 | 27.21 | 98% |
| Returns for 5 years | 27.62 | 24.63 | 112% |
| Returns for 10 years | 76.88 | 22.73 | 338% |
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