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AWSHX vs VALAX
AWSHX vs VALAX Comparison
Open Charts AWSHX vs VALAX
AWSHX vs VALAX Comparison Chart in %
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AWSHX vs. VALAX commentary
Jun 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 Hold and VALAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. VALAX (90.9M). AWSHX pays higher dividends than VALAX: AWSHX (1.19) vs VALAX (0.86). AWSHX was incepted earlier than VALAX: AWSHX (74 years) vs VALAX (20 years). VALAX (1.49) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. VALAX (4.80). AWSHX has a lower initial minimum investment than VALAX: AWSHX (250) vs VALAX (1000). VALAX annual gain was more profitable for investors over the last year : 41.07 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. VALAX (24.10).
| AWSHX | VALAX | AWSHX / VALAX | |
| Total Expense Ratio | 0.55 | 1.25 | 44% |
| Annual Report Gross Expense Ratio | 0.55 | 1.49 | 37% |
| Fund Existence | 74 years | 20 years | - |
| Gain YTD | 5.471 | 21.519 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 90.9M | 235,424% |
| Annual Yield % from dividends | 1.19 | 0.86 | 139% |
| Returns for 1 year | 7.86 | 41.07 | 19% |
| Returns for 3 years | 32.15 | 57.40 | 56% |
| Returns for 5 years | 25.50 | 24.10 | 106% |
| Returns for 10 years | 83.43 | 84.01 | 99% |
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