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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
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 WLCVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. WLCVX (189M). AWSHX pays higher dividends than WLCVX: AWSHX (1.20) vs WLCVX (1.11). 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 (32.00). 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 : 15.90 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. WLCVX (16.43).
| 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 | 6.463 | 18.899 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 189M | 115,344% |
| Annual Yield % from dividends | 1.20 | 1.11 | 108% |
| Returns for 1 year | 7.27 | 15.90 | 46% |
| Returns for 3 years | 33.24 | 42.50 | 78% |
| Returns for 5 years | 28.09 | 16.43 | 171% |
| Returns for 10 years | 78.89 | 49.64 | 159% |
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