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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
Aug 22, 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 UIVAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. UIVAX (1.51B). AWSHX pays higher dividends than UIVAX: AWSHX (1.20) vs UIVAX (1.03). 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 (32.00). 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 : 15.00 vs. AWSHX (6.48). UIVAX return over 5 years is better than : 29.54 vs. AWSHX (27.44).
| 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 | 5.923 | 16.598 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.51B | 14,447% |
| Annual Yield % from dividends | 1.20 | 1.03 | 117% |
| Returns for 1 year | 6.48 | 15.00 | 43% |
| Returns for 3 years | 32.08 | 36.53 | 88% |
| Returns for 5 years | 27.44 | 29.54 | 93% |
| Returns for 10 years | 78.03 | 26.89 | 290% |
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