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AWSHX vs HWLIX
AWSHX vs HWLIX Comparison
Open Charts AWSHX vs HWLIX
AWSHX vs HWLIX Comparison Chart in %
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AWSHX vs. HWLIX 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 HWLIX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. HWLIX (374M). HWLIX pays higher dividends than AWSHX: HWLIX (1.60) vs AWSHX (1.19). AWSHX was incepted earlier than HWLIX: AWSHX (74 years) vs HWLIX (39 years). HWLIX (0.98) is less costly to investors than AWSHX (0.55). HWLIX is a more actively managed with annual turnover of: 40.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than HWLIX: AWSHX (250) vs HWLIX (250000). HWLIX annual gain was more profitable for investors over the last year : 19.83 vs. AWSHX (7.86). AWSHX return over 5 years is better than : 25.50 vs. HWLIX (14.51).
| AWSHX | HWLIX | AWSHX / HWLIX | |
| Total Expense Ratio | 0.55 | 0.95 | 58% |
| Annual Report Gross Expense Ratio | 0.55 | 0.98 | 56% |
| Fund Existence | 74 years | 39 years | - |
| Gain YTD | 5.471 | 8.737 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 374M | 57,219% |
| Annual Yield % from dividends | 1.19 | 1.60 | 74% |
| Returns for 1 year | 7.86 | 19.83 | 40% |
| Returns for 3 years | 32.15 | 29.76 | 108% |
| Returns for 5 years | 25.50 | 14.51 | 176% |
| Returns for 10 years | 83.43 | 116.75 | 71% |
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