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AWSHX vs FEFAX
AWSHX vs FEFAX Comparison
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AWSHX vs FEFAX Comparison Chart in %
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AWSHX vs. FEFAX 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 FEFAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. FEFAX (491M). AWSHX pays higher dividends than FEFAX: AWSHX (1.19) vs FEFAX (0.84). AWSHX was incepted earlier than FEFAX: AWSHX (74 years) vs FEFAX (28 years). FEFAX (0.99) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. FEFAX (12.52). AWSHX initial investment is less costly to investors than FEFAX (5%) vs FEFAX (5%). AWSHX has a lower initial minimum investment than FEFAX: AWSHX (250) vs FEFAX (2500). FEFAX annual gain was more profitable for investors over the last year : 9.06 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. FEFAX (15.66).
| AWSHX | FEFAX | AWSHX / FEFAX | |
| Total Expense Ratio | 0.55 | 0.90 | 61% |
| Annual Report Gross Expense Ratio | 0.55 | 0.99 | 56% |
| Fund Existence | 74 years | 28 years | - |
| Gain YTD | 4.334 | 14.133 | 31% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 491M | 44,399% |
| Annual Yield % from dividends | 1.19 | 0.84 | 141% |
| Returns for 1 year | 1.84 | 9.06 | 20% |
| Returns for 3 years | 29.29 | 41.15 | 71% |
| Returns for 5 years | 26.17 | 15.66 | 167% |
| Returns for 10 years | 80.32 | 1.89 | 4,245% |
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