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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
Jun 24, 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 StrongBuy and AWSHX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AUIZX (783M). AUIZX pays higher dividends than AWSHX: AUIZX (1.33) vs AWSHX (1.19). 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 : 21.66 vs. AWSHX (7.91). AUIZX return over 5 years is better than : 33.21 vs. AWSHX (26.34).
| 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 | 14.321 | 1.511 | 948% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 218B | 0% |
| Annual Yield % from dividends | 1.33 | 1.19 | 112% |
| Returns for 1 year | 21.66 | 7.91 | 274% |
| Returns for 3 years | 50.18 | 29.66 | 169% |
| Returns for 5 years | 33.21 | 26.34 | 126% |
| Returns for 10 years | 91.48 | 80.84 | 113% |
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