AUIYX
Price
$38.96
Change
-$0.46 (-1.17%)
Updated
Jun 10 closing price
Net Assets
752.24M
AWSHX
Price
$68.46
Change
+$1.00 (+1.48%)
Updated
Jun 11 closing price
Net Assets
218.08B
Interact to see
Advertisement

AUIYX vs AWSHX

Header iconAUIYX vs AWSHX Comparison
Open Charts AUIYX vs AWSHXBanner chart's image
AUIYX vs AWSHX Comparison Chart in %
View a ticker or compare two or three
VS
AUIYX vs. AWSHX commentary
Jun 12, 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 AUIYX is a Buy and AWSHX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AUIYX (752M). AUIYX pays higher dividends than AWSHX: AUIYX (1.25) vs AWSHX (1.19). AUIYX was incepted earlier than AWSHX: AUIYX (30 years) vs AWSHX (74 years). AUIYX (0.62) is less costly to investors than AWSHX (0.55). AUIYX is a more actively managed with annual turnover of: 35.00 vs. AWSHX (29.00). AUIYX has a lower initial minimum investment than AWSHX: AUIYX (0) vs AWSHX (250). AUIYX annual gain was more profitable for investors over the last year : 17.13 vs. AWSHX (10.89). AUIYX (25.72) and AWSHX (25.19) have equivalent 5 years return.
AUIYXAWSHXAUIYX / AWSHX
Total Expense Ratio0.620.55113%
Annual Report Gross Expense Ratio0.620.55113%
Fund Existence30 years74 years-
Gain YTD9.7925.318184%
Front LoadN/A6%-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets752M218B0%
Annual Yield % from dividends1.251.19105%
Returns for 1 year17.1310.89157%
Returns for 3 years44.5030.37147%
Returns for 5 years25.7225.19102%
Returns for 10 years81.9383.9098%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IRMCX8.46N/A
N/A
Voya Russell Mid Cap Index Port S
VNVAX20.53N/A
N/A
Natixis Vaughan Nelson Mid Cap A
IYBIX26.41N/A
N/A
Nomura Balanced Fund Class I
AFGZX29.95N/A
N/A
Alger Global Equity Z
NRGEX57.25N/A
N/A
Neuberger Genesis E