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AWSHX vs BWLCX
AWSHX vs BWLCX Comparison
Open Charts AWSHX vs BWLCX
AWSHX vs BWLCX Comparison Chart in %
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AWSHX vs. BWLCX commentary
Aug 23, 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 StrongBuy and BWLCX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BWLCX (274M). AWSHX pays higher dividends than BWLCX: AWSHX (1.20) vs BWLCX (0.00). AWSHX was incepted earlier than BWLCX: AWSHX (74 years) vs BWLCX (15 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 (32.00). 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 : 23.50 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. BWLCX (16.92).
| 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 | 15 years | - |
| Gain YTD | 6.463 | 24.240 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 274M | 79,562% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 7.27 | 23.50 | 31% |
| Returns for 3 years | 33.24 | 28.73 | 116% |
| Returns for 5 years | 28.09 | 16.92 | 166% |
| Returns for 10 years | 78.89 | 31.02 | 254% |
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