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AWSHX vs BWLAX
AWSHX vs BWLAX Comparison
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AWSHX vs BWLAX Comparison Chart in %
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AWSHX vs. BWLAX commentary
Sep 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 AWSHX is a Buy and BWLAX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BWLAX (280M). AWSHX pays higher dividends than BWLAX: AWSHX (1.19) vs BWLAX (0.61). AWSHX was incepted earlier than BWLAX: AWSHX (74 years) vs BWLAX (15 years). BWLAX (1.05) is less costly to investors than AWSHX (0.55). BWLAX is a more actively managed with annual turnover of: 34.00 vs. AWSHX (32.00). AWSHX (6%) and BWLAX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than BWLAX: AWSHX (250) vs BWLAX (2500). BWLAX annual gain was more profitable for investors over the last year : 20.90 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. BWLAX (23.92).
| AWSHX | BWLAX | AWSHX / BWLAX | |
| Total Expense Ratio | 0.55 | 1.05 | 52% |
| Annual Report Gross Expense Ratio | 0.55 | 1.05 | 52% |
| Fund Existence | 74 years | 15 years | - |
| Gain YTD | 4.334 | 24.088 | 18% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 280M | 77,857% |
| Annual Yield % from dividends | 1.19 | 0.61 | 195% |
| Returns for 1 year | 1.84 | 20.90 | 9% |
| Returns for 3 years | 29.29 | 32.18 | 91% |
| Returns for 5 years | 26.17 | 23.92 | 109% |
| Returns for 10 years | 80.32 | 44.68 | 180% |
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