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AWSHX vs UVALX
AWSHX vs UVALX Comparison
Open Charts AWSHX vs UVALX
AWSHX vs UVALX Comparison Chart in %
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AWSHX vs. UVALX commentary
Jun 30, 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 UVALX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. UVALX (1.45B). AWSHX pays higher dividends than UVALX: AWSHX (1.19) vs UVALX (1.05). AWSHX was incepted earlier than UVALX: AWSHX (74 years) vs UVALX (25 years). UVALX (0.95) is less costly to investors than AWSHX (0.55). UVALX is a more actively managed with annual turnover of: 50.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than UVALX: AWSHX (250) vs UVALX (3000). UVALX annual gain was more profitable for investors over the last year : 10.42 vs. AWSHX (5.54). AWSHX return over 5 years is better than : 25.80 vs. UVALX (21.96).
| AWSHX | UVALX | AWSHX / UVALX | |
| Total Expense Ratio | 0.55 | 0.95 | 58% |
| Annual Report Gross Expense Ratio | 0.55 | 0.95 | 58% |
| Fund Existence | 74 years | 25 years | - |
| Gain YTD | 2.066 | 8.899 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.45B | 15,055% |
| Annual Yield % from dividends | 1.19 | 1.05 | 113% |
| Returns for 1 year | 5.54 | 10.42 | 53% |
| Returns for 3 years | 27.48 | 27.97 | 98% |
| Returns for 5 years | 25.80 | 21.96 | 117% |
| Returns for 10 years | 76.71 | 23.44 | 327% |
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