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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
Aug 03, 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 (801M). AUIZX pays higher dividends than AWSHX: AUIZX (1.30) vs AWSHX (1.20). 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 : 15.52 vs. AWSHX (6.76). AUIZX return over 5 years is better than : 29.52 vs. AWSHX (27.56).
| 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 | 14.610 | 4.890 | 299% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 219B | 0% |
| Annual Yield % from dividends | 1.30 | 1.20 | 108% |
| Returns for 1 year | 15.52 | 6.76 | 229% |
| Returns for 3 years | 41.99 | 27.11 | 155% |
| Returns for 5 years | 29.52 | 27.56 | 107% |
| Returns for 10 years | 83.40 | 78.71 | 106% |
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