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AWSHX vs HWLZX
AWSHX vs HWLZX Comparison
Open Charts AWSHX vs HWLZX
AWSHX vs HWLZX Comparison Chart in %
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AWSHX vs. HWLZX commentary
Aug 23, 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 StrongBuy and HWLZX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. HWLZX (388M). HWLZX pays higher dividends than AWSHX: HWLZX (1.70) vs AWSHX (1.20). AWSHX was incepted earlier than HWLZX: AWSHX (74 years) vs HWLZX (7 years). HWLZX (0.85) is less costly to investors than AWSHX (0.55). HWLZX is a more actively managed with annual turnover of: 40.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than HWLZX: AWSHX (250) vs HWLZX (1000000). HWLZX annual gain was more profitable for investors over the last year : 19.85 vs. AWSHX (7.27). HWLZX return over 5 years is better than : 31.99 vs. AWSHX (28.09).
| AWSHX | HWLZX | AWSHX / HWLZX | |
| Total Expense Ratio | 0.55 | 0.85 | 65% |
| Annual Report Gross Expense Ratio | 0.55 | 0.85 | 65% |
| Fund Existence | 74 years | 7 years | - |
| Gain YTD | 6.463 | 16.874 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 388M | 56,186% |
| Annual Yield % from dividends | 1.20 | 1.70 | 71% |
| Returns for 1 year | 7.27 | 19.85 | 37% |
| Returns for 3 years | 33.24 | 34.40 | 97% |
| Returns for 5 years | 28.09 | 31.99 | 88% |
| Returns for 10 years | 78.89 | N/A | - |
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