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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
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 VALAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. VALAX (87.5M). AWSHX pays higher dividends than VALAX: AWSHX (1.20) 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: 32.00 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 : 31.48 vs. AWSHX (7.27). VALAX (28.82) and AWSHX (28.09) have equivalent 5 years return.
| 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 | 6.463 | 24.393 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 87.5M | 249,143% |
| Annual Yield % from dividends | 1.20 | 0.86 | 140% |
| Returns for 1 year | 7.27 | 31.48 | 23% |
| Returns for 3 years | 33.24 | 56.07 | 59% |
| Returns for 5 years | 28.09 | 28.82 | 97% |
| Returns for 10 years | 78.89 | 79.40 | 99% |
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