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AAHYX vs WSDAX
AAHYX vs WSDAX Comparison
Open Charts AAHYX vs WSDAX
Thrivent Conservative Allocation A
Price$7.03
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets957.25M
Westwood Multi-Asset Income A
Price$9.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.69M
AAHYX vs WSDAX Comparison Chart
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AAHYX vs. WSDAX commentary
May 12, 2025
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 AAHYX is a Hold and WSDAX is a Buy.
FUNDAMENTALS
Fundamentals
AAHYX has more cash in the bank: 957M vs. WSDAX (106M). WSDAX pays higher dividends than AAHYX: WSDAX (5.89) vs AAHYX (3.91). AAHYX was incepted earlier than WSDAX: AAHYX (28 years) vs WSDAX (12 years). WSDAX (1.22) is less costly to investors than AAHYX (0.95). AAHYX is a more actively managed with annual turnover of: 80.00 vs. WSDAX (65.00). AAHYX initial investment is less costly to investors than WSDAX (3%) vs WSDAX (3%). WSDAX has a lower initial minimum investment than AAHYX: WSDAX (1000) vs AAHYX (2000). WSDAX (5.99) and AAHYX (5.90) have marching annual gain over last year. WSDAX return over 5 years is better than : 38.01 vs. AAHYX (20.44).
| AAHYX | WSDAX | AAHYX / WSDAX | |
| Total Expense Ratio | 0.95 | 1.13 | 84% |
| Annual Report Gross Expense Ratio | 0.95 | 1.22 | 78% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 0.674 | -1.405 | -48% |
| Front Load | 5% | 3% | 150% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 106M | 903% |
| Annual Yield % from dividends | 3.91 | 5.89 | 66% |
| Returns for 1 year | 5.90 | 5.99 | 99% |
| Returns for 3 years | 14.10 | 18.21 | 77% |
| Returns for 5 years | 20.44 | 38.01 | 54% |
| Returns for 10 years | 31.61 | 54.06 | 58% |
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