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AWSHX vs BWLIX
AWSHX vs BWLIX Comparison
Open Charts AWSHX vs BWLIX
AWSHX vs BWLIX Comparison Chart in %
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AWSHX vs. BWLIX 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 BWLIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BWLIX (274M). AWSHX pays higher dividends than BWLIX: AWSHX (1.20) vs BWLIX (0.63). AWSHX was incepted earlier than BWLIX: AWSHX (74 years) vs BWLIX (15 years). BWLIX (1.04) is less costly to investors than AWSHX (0.55). BWLIX is a more actively managed with annual turnover of: 34.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than BWLIX: AWSHX (250) vs BWLIX (2500). BWLIX annual gain was more profitable for investors over the last year : 25.33 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. BWLIX (24.28).
| AWSHX | BWLIX | AWSHX / BWLIX | |
| Total Expense Ratio | 0.55 | 1.04 | 53% |
| Annual Report Gross Expense Ratio | 0.55 | 1.04 | 53% |
| Fund Existence | 74 years | 15 years | - |
| Gain YTD | 6.463 | 24.860 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 274M | 79,562% |
| Annual Yield % from dividends | 1.20 | 0.63 | 192% |
| Returns for 1 year | 7.27 | 25.33 | 29% |
| Returns for 3 years | 33.24 | 34.45 | 96% |
| Returns for 5 years | 28.09 | 24.28 | 116% |
| Returns for 10 years | 78.89 | 42.60 | 185% |
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