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AWSHX vs VALAX
AWSHX vs VALAX Comparison
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AWSHX vs VALAX Comparison Chart in %
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AWSHX vs. VALAX commentary
Sep 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: 218B vs. VALAX (83.8M). AWSHX pays higher dividends than VALAX: AWSHX (1.19) vs VALAX (0.85). 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 : 23.53 vs. AWSHX (1.84). VALAX return over 5 years is better than : 28.59 vs. AWSHX (26.17).
| 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 | 4.334 | 23.059 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 83.8M | 260,143% |
| Annual Yield % from dividends | 1.19 | 0.85 | 141% |
| Returns for 1 year | 1.84 | 23.53 | 8% |
| Returns for 3 years | 29.29 | 53.25 | 55% |
| Returns for 5 years | 26.17 | 28.59 | 92% |
| Returns for 10 years | 80.32 | 82.66 | 97% |
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