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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
Aug 21, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. HWLIX (387M). HWLIX pays higher dividends than AWSHX: HWLIX (1.55) vs AWSHX (1.20). 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 (32.00). 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 : 18.05 vs. AWSHX (7.16). HWLIX return over 5 years is better than : 29.79 vs. AWSHX (28.20).
| 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 | 6.556 | 15.318 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 387M | 56,331% |
| Annual Yield % from dividends | 1.20 | 1.55 | 78% |
| Returns for 1 year | 7.16 | 18.05 | 40% |
| Returns for 3 years | 33.38 | 31.31 | 107% |
| Returns for 5 years | 28.20 | 29.79 | 95% |
| Returns for 10 years | 78.87 | 121.01 | 65% |
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