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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
Jul 27, 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: 219B vs. HWLIX (369M). HWLIX pays higher dividends than AWSHX: HWLIX (1.62) vs AWSHX (1.22). 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 : 12.86 vs. AWSHX (5.14). AWSHX return over 5 years is better than : 26.98 vs. HWLIX (23.58).
| 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 | 4.242 | 8.893 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 369M | 59,350% |
| Annual Yield % from dividends | 1.22 | 1.62 | 75% |
| Returns for 1 year | 5.14 | 12.86 | 40% |
| Returns for 3 years | 26.51 | 18.78 | 141% |
| Returns for 5 years | 26.98 | 23.58 | 114% |
| Returns for 10 years | 76.01 | 115.30 | 66% |
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