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AWSHX vs CWMAX
AWSHX vs CWMAX Comparison
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AWSHX vs CWMAX Comparison Chart in %
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AWSHX vs. CWMAX commentary
Jun 04, 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 Hold and CWMAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX (214B) and CWMAX (214B) have equal amount of cash in the bank . AWSHX (1.19) and CWMAX (1.16) have matching dividends . AWSHX was incepted earlier than CWMAX: AWSHX (74 years) vs CWMAX (24 years). CWMAX (0.59) is less costly to investors than AWSHX (0.55). AWSHX (29.00) and CWMAX (29.00) have comparable annual turnover. AWSHX initial investment is less costly to investors than CWMAX (4%) vs CWMAX (4%). AWSHX (250) and CWMAX (250) have matching initial minimum investment requirements. AWSHX (7.86) and CWMAX (7.79) have marching annual gain over last year. CWMAX return over 5 years is better than : 27.58 vs. AWSHX (25.50).
| AWSHX | CWMAX | AWSHX / CWMAX | |
| Total Expense Ratio | 0.55 | 0.59 | 93% |
| Annual Report Gross Expense Ratio | 0.55 | 0.59 | 93% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 5.471 | 5.453 | 100% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 214B | 100% |
| Annual Yield % from dividends | 1.19 | 1.16 | 102% |
| Returns for 1 year | 7.86 | 7.79 | 101% |
| Returns for 3 years | 32.15 | 31.93 | 101% |
| Returns for 5 years | 25.50 | 27.58 | 92% |
| Returns for 10 years | 83.43 | 102.62 | 81% |
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