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AWSHX vs BWLYX
AWSHX vs BWLYX Comparison
Open Charts AWSHX vs BWLYX
AWSHX vs BWLYX Comparison Chart in %
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AWSHX vs. BWLYX 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 BWLYX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. BWLYX (280M). AWSHX pays higher dividends than BWLYX: AWSHX (1.19) vs BWLYX (0.80). AWSHX was incepted earlier than BWLYX: AWSHX (74 years) vs BWLYX (15 years). BWLYX (0.78) is less costly to investors than AWSHX (0.55). BWLYX is a more actively managed with annual turnover of: 34.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than BWLYX: AWSHX (250) vs BWLYX (100000). BWLYX annual gain was more profitable for investors over the last year : 21.42 vs. AWSHX (1.84). BWLYX (26.30) and AWSHX (26.17) have equivalent 5 years return.
| AWSHX | BWLYX | AWSHX / BWLYX | |
| Total Expense Ratio | 0.55 | 0.78 | 71% |
| Annual Report Gross Expense Ratio | 0.55 | 0.78 | 71% |
| Fund Existence | 74 years | 15 years | - |
| Gain YTD | 4.334 | 24.321 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 280M | 77,857% |
| Annual Yield % from dividends | 1.19 | 0.80 | 149% |
| Returns for 1 year | 1.84 | 21.42 | 9% |
| Returns for 3 years | 29.29 | 33.96 | 86% |
| Returns for 5 years | 26.17 | 26.30 | 100% |
| Returns for 10 years | 80.32 | 48.08 | 167% |
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