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AWSHX vs BWLRX
AWSHX vs BWLRX Comparison
Open Charts AWSHX vs BWLRX
AWSHX vs BWLRX Comparison Chart in %
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AWSHX vs. BWLRX commentary
Sep 13, 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 BWLRX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BWLRX (280M). AWSHX pays higher dividends than BWLRX: AWSHX (1.19) vs BWLRX (0.87). AWSHX was incepted earlier than BWLRX: AWSHX (74 years) vs BWLRX (9 years). BWLRX (0.68) is less costly to investors than AWSHX (0.55). BWLRX is a more actively managed with annual turnover of: 34.00 vs. AWSHX (32.00). BWLRX has a lower initial minimum investment than AWSHX: BWLRX (0) vs AWSHX (250). BWLRX annual gain was more profitable for investors over the last year : 21.60 vs. AWSHX (1.84). BWLRX (27.39) and AWSHX (26.17) have equivalent 5 years return.
| AWSHX | BWLRX | AWSHX / BWLRX | |
| Total Expense Ratio | 0.55 | 0.68 | 81% |
| Annual Report Gross Expense Ratio | 0.55 | 0.68 | 81% |
| Fund Existence | 74 years | 9 years | - |
| Gain YTD | 4.334 | 24.366 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 280M | 77,857% |
| Annual Yield % from dividends | 1.19 | 0.87 | 137% |
| Returns for 1 year | 1.84 | 21.60 | 9% |
| Returns for 3 years | 29.29 | 34.85 | 84% |
| Returns for 5 years | 26.17 | 27.39 | 96% |
| Returns for 10 years | 80.32 | N/A | - |
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