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AWSHX vs BWLCX
AWSHX vs BWLCX Comparison
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AWSHX vs BWLCX Comparison Chart in %
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AWSHX vs. BWLCX 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 AWSHX is a Buy and BWLCX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. BWLCX (260M). AWSHX pays higher dividends than BWLCX: AWSHX (1.22) vs BWLCX (0.00). AWSHX was incepted earlier than BWLCX: AWSHX (74 years) vs BWLCX (14 years). BWLCX (1.81) is less costly to investors than AWSHX (0.55). BWLCX is a more actively managed with annual turnover of: 34.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than BWLCX: AWSHX (250) vs BWLCX (1000). BWLCX annual gain was more profitable for investors over the last year : 22.04 vs. AWSHX (5.52). AWSHX return over 5 years is better than : 26.81 vs. BWLCX (13.41).
| AWSHX | BWLCX | AWSHX / BWLCX | |
| Total Expense Ratio | 0.55 | 1.81 | 30% |
| Annual Report Gross Expense Ratio | 0.55 | 1.81 | 30% |
| Fund Existence | 74 years | 14 years | - |
| Gain YTD | 3.732 | 19.058 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 260M | 84,231% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 5.52 | 22.04 | 25% |
| Returns for 3 years | 28.24 | 21.18 | 133% |
| Returns for 5 years | 26.81 | 13.41 | 200% |
| Returns for 10 years | 75.70 | 27.26 | 278% |
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