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AWSHX vs WLCVX
AWSHX vs WLCVX Comparison
Open Charts AWSHX vs WLCVX
AWSHX vs WLCVX Comparison Chart in %
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AWSHX vs. WLCVX commentary
Jun 04, 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 WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. WLCVX (181M). AWSHX (1.19) and WLCVX (1.17) have matching dividends . AWSHX was incepted earlier than WLCVX: AWSHX (74 years) vs WLCVX (30 years). WLCVX (1.03) is less costly to investors than AWSHX (0.55). WLCVX is a more actively managed with annual turnover of: 51.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than WLCVX: AWSHX (250) vs WLCVX (250000). WLCVX annual gain was more profitable for investors over the last year : 12.53 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. WLCVX (8.20).
| AWSHX | WLCVX | AWSHX / WLCVX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.03 | 53% |
| Fund Existence | 74 years | 30 years | - |
| Gain YTD | 5.471 | 9.174 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 181M | 118,232% |
| Annual Yield % from dividends | 1.19 | 1.17 | 102% |
| Returns for 1 year | 7.86 | 12.53 | 63% |
| Returns for 3 years | 32.15 | 34.48 | 93% |
| Returns for 5 years | 25.50 | 8.20 | 311% |
| Returns for 10 years | 83.43 | 42.82 | 195% |
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