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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 23, 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 StrongBuy and UVALX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. UVALX (1.52B). 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 (32.00). 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 : 15.81 vs. AWSHX (7.27). UVALX return over 5 years is better than : 30.07 vs. AWSHX (28.09).
| 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 | 6.463 | 17.335 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.52B | 14,361% |
| Annual Yield % from dividends | 1.20 | 1.00 | 120% |
| Returns for 1 year | 7.27 | 15.81 | 46% |
| Returns for 3 years | 33.24 | 37.89 | 88% |
| Returns for 5 years | 28.09 | 30.07 | 93% |
| Returns for 10 years | 78.89 | 26.53 | 297% |
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