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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
Jul 12, 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 VALAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. VALAX (86.9M). AWSHX pays higher dividends than VALAX: AWSHX (1.22) vs VALAX (0.83). 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 : 30.46 vs. AWSHX (5.38). VALAX (26.93) and AWSHX (26.87) 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 | 4.010 | 22.408 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 86.9M | 252,014% |
| Annual Yield % from dividends | 1.22 | 0.83 | 147% |
| Returns for 1 year | 5.38 | 30.46 | 18% |
| Returns for 3 years | 30.10 | 50.84 | 59% |
| Returns for 5 years | 26.87 | 26.93 | 100% |
| Returns for 10 years | 76.91 | 81.61 | 94% |
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