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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
Jul 14, 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 WLCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. WLCVX (182M). AWSHX (1.22) and WLCVX (1.16) 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 : 10.54 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. WLCVX (11.52).
| 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 | 3.732 | 11.651 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 182M | 120,330% |
| Annual Yield % from dividends | 1.22 | 1.16 | 105% |
| Returns for 1 year | 5.52 | 10.54 | 52% |
| Returns for 3 years | 28.24 | 30.90 | 91% |
| Returns for 5 years | 26.81 | 11.52 | 233% |
| Returns for 10 years | 75.70 | 42.25 | 179% |
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