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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
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 Hold and HWLZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. HWLZX (361M). HWLZX pays higher dividends than AWSHX: HWLZX (1.76) vs AWSHX (1.19). 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 (29.00). 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 : 14.06 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. HWLZX (17.00).
| 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 | 1.511 | 5.120 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 361M | 60,388% |
| Annual Yield % from dividends | 1.19 | 1.76 | 67% |
| Returns for 1 year | 7.91 | 14.06 | 56% |
| Returns for 3 years | 29.66 | 25.30 | 117% |
| Returns for 5 years | 26.34 | 17.00 | 155% |
| Returns for 10 years | 80.84 | N/A | - |
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