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AWSHX vs UIVAX
AWSHX vs UIVAX Comparison
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AWSHX vs UIVAX Comparison Chart in %
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AWSHX vs. UIVAX commentary
Jul 08, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. UIVAX (1.47B). 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 : 10.54 vs. AWSHX (6.36). AWSHX return over 5 years is better than : 28.62 vs. UIVAX (25.81).
| 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 | 4.041 | 10.946 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.47B | 14,790% |
| Annual Yield % from dividends | 1.22 | 1.07 | 114% |
| Returns for 1 year | 6.36 | 10.54 | 60% |
| Returns for 3 years | 31.90 | 31.98 | 100% |
| Returns for 5 years | 28.62 | 25.81 | 111% |
| Returns for 10 years | 78.53 | 25.67 | 306% |
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