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VVIAX vs AWSHX

Both AWSHX and VVIAX are mutual funds. AWSHX has a higher 5-year return than VVIAX (14.62% vs 12.78%). AWSHX has a higher expense ratio than VVIAX (0.58% vs 0.05%). Below is the comparison between AWSHX and VVIAX.

AWSHX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Vanguard
Net Assets $74.90B $30.19B
Expense Ratio 0.58% 0.05%
Management Style active passive (index-based)
Dividend Yield 1.51% 2.07%
Minimum Investment $1,000.00 $10,000.00
YTD Return 17.22% 17.32%
1-Year Return 2.37% 1.26%
3-Year Return 12.96% 10.34%
5-Year Return 14.62% 12.78%
10-Year Return 13.82% 13.51%

AWSHX description

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

AWSHX performance & returns

YTD Return 17.22%
1-Month Return -1.32%
3-Month Return 2.37%
1-Year Return 2.37%
3-Year Return 12.96%
5-Year Return 14.62%
10-Year Return 13.82%
AWSHX expense ratio is 0.58%.

AWSHX holdings

Top 10 Holdings (30.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.95%
Broadcom Inc AVGO 4.74%
Comcast Corp Class A CMCSA 4.23%
UnitedHealth Group Inc UNH 3.26%
Johnson & Johnson JNJ 2.47%
Pfizer Inc PFE 2.25%
Marsh & McLennan Companies Inc MMC 2.12%
Intel Corp INTC 2.01%
Verizon Communications Inc VZ 2.00%
The Home Depot Inc HD 1.93%

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VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return 17.32%
1-Month Return -2.69%
3-Month Return 1.26%
1-Year Return 1.26%
3-Year Return 10.34%
5-Year Return 12.78%
10-Year Return 13.51%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

Other relevant VVIAX comparisons

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