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AUIZX vs AWSHX
AUIZX vs AWSHX Comparison
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AUIZX vs AWSHX Comparison Chart in %
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AUIZX vs. AWSHX commentary
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. AUIZX (803M). AUIZX pays higher dividends than AWSHX: AUIZX (1.27) 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 (32.00). 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 : 12.57 vs. AWSHX (1.84). AUIZX return over 5 years is better than : 30.95 vs. AWSHX (26.17).
| 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 | 16.348 | 4.334 | 377% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 218B | 0% |
| Annual Yield % from dividends | 1.27 | 1.19 | 106% |
| Returns for 1 year | 12.57 | 1.84 | 683% |
| Returns for 3 years | 48.73 | 29.29 | 166% |
| Returns for 5 years | 30.95 | 26.17 | 118% |
| Returns for 10 years | 89.90 | 80.32 | 112% |
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