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AUIZX vs AWSHX
AUIZX vs AWSHX Comparison
Open Charts AUIZX vs AWSHX
AUIZX vs AWSHX Comparison Chart in %
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AUIZX vs. AWSHX 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 AUIZX is a Buy and AWSHX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. AUIZX (799M). AUIZX pays higher dividends than AWSHX: AUIZX (1.30) vs AWSHX (1.22). AUIZX was incepted earlier than AWSHX: AUIZX (13 years) vs AWSHX (74 years). AUIZX (0.59) is less costly to investors than AWSHX (0.55). AUIZX is a more actively managed with annual turnover of: 35.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than AUIZX: AWSHX (250) vs AUIZX (2000000). AUIZX annual gain was more profitable for investors over the last year : 16.21 vs. AWSHX (5.52). AUIZX return over 5 years is better than : 29.72 vs. AWSHX (26.81).
| AUIZX | AWSHX | AUIZX / AWSHX | |
| Total Expense Ratio | 0.59 | 0.55 | 107% |
| Annual Report Gross Expense Ratio | 0.59 | 0.55 | 107% |
| Fund Existence | 13 years | 74 years | - |
| Gain YTD | 14.437 | 3.732 | 387% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 219B | 0% |
| Annual Yield % from dividends | 1.30 | 1.22 | 107% |
| Returns for 1 year | 16.21 | 5.52 | 294% |
| Returns for 3 years | 44.73 | 28.24 | 158% |
| Returns for 5 years | 29.72 | 26.81 | 111% |
| Returns for 10 years | 80.93 | 75.70 | 107% |
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