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AWSHX vs FEFRX
AWSHX vs FEFRX Comparison
Open Charts AWSHX vs FEFRX
AWSHX vs FEFRX Comparison Chart in %
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AWSHX vs. FEFRX commentary
Jun 03, 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 FEFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. FEFRX (493M). AWSHX pays higher dividends than FEFRX: AWSHX (1.19) vs FEFRX (1.00). AWSHX was incepted earlier than FEFRX: AWSHX (74 years) vs FEFRX (9 years). FEFRX (0.65) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. FEFRX (12.52). FEFRX has a lower initial minimum investment than AWSHX: FEFRX (0) vs AWSHX (250). FEFRX annual gain was more profitable for investors over the last year : 24.13 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. FEFRX (23.39).
| AWSHX | FEFRX | AWSHX / FEFRX | |
| Total Expense Ratio | 0.55 | 0.65 | 85% |
| Annual Report Gross Expense Ratio | 0.55 | 0.65 | 85% |
| Fund Existence | 74 years | 9 years | - |
| Gain YTD | 5.471 | 11.263 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 493M | 43,408% |
| Annual Yield % from dividends | 1.19 | 1.00 | 118% |
| Returns for 1 year | 7.86 | 24.13 | 33% |
| Returns for 3 years | 32.15 | 46.12 | 70% |
| Returns for 5 years | 25.50 | 23.39 | 109% |
| Returns for 10 years | 83.43 | N/A | - |
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