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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
Aug 03, 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 UVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. UVALX (1.5B). AWSHX pays higher dividends than UVALX: AWSHX (1.20) vs UVALX (1.00). 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 : 15.04 vs. AWSHX (6.76). AWSHX (27.56) and UVALX (26.30) have equivalent 5 years return.
| 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 | 4.890 | 13.632 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.5B | 14,610% |
| Annual Yield % from dividends | 1.20 | 1.00 | 120% |
| Returns for 1 year | 6.76 | 15.04 | 45% |
| Returns for 3 years | 27.11 | 29.33 | 92% |
| Returns for 5 years | 27.56 | 26.30 | 105% |
| Returns for 10 years | 78.71 | 26.12 | 301% |
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