Interact to see
Advertisement
Advertisement
AWSHX vs HWLIX
AWSHX vs HWLIX Comparison
Open Charts AWSHX vs HWLIX
AWSHX vs HWLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. HWLIX commentary
Jun 24, 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 HWLIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. HWLIX (361M). 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 : 13.78 vs. AWSHX (6.78). AWSHX return over 5 years is better than : 25.18 vs. HWLIX (15.33).
| 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 | 1.217 | 5.158 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 361M | 60,388% |
| Annual Yield % from dividends | 1.19 | 1.60 | 74% |
| Returns for 1 year | 6.78 | 13.78 | 49% |
| Returns for 3 years | 29.28 | 25.04 | 117% |
| Returns for 5 years | 25.18 | 15.33 | 164% |
| Returns for 10 years | 80.32 | 122.23 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement