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AWSHX vs IWEDX
AWSHX vs IWEDX Comparison
Open Charts AWSHX vs IWEDX
AWSHX vs IWEDX Comparison Chart in %
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AWSHX vs. IWEDX commentary
Aug 03, 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 IWEDX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. IWEDX (2.57B). AWSHX pays higher dividends than IWEDX: AWSHX (1.20) vs IWEDX (0.79). AWSHX was incepted earlier than IWEDX: AWSHX (74 years) vs IWEDX (17 years). IWEDX (0.79) is less costly to investors than AWSHX (0.55). IWEDX is a more actively managed with annual turnover of: 100.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than IWEDX: AWSHX (250) vs IWEDX (1000). IWEDX annual gain was more profitable for investors over the last year : 12.85 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. IWEDX (13.16).
| AWSHX | IWEDX | AWSHX / IWEDX | |
| Total Expense Ratio | 0.55 | 0.61 | 90% |
| Annual Report Gross Expense Ratio | 0.55 | 0.79 | 70% |
| Fund Existence | 74 years | 17 years | - |
| Gain YTD | 4.890 | 12.440 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 2.57B | 8,525% |
| Annual Yield % from dividends | 1.20 | 0.79 | 153% |
| Returns for 1 year | 6.76 | 12.85 | 53% |
| Returns for 3 years | 27.11 | 21.00 | 129% |
| Returns for 5 years | 27.56 | 13.16 | 210% |
| Returns for 10 years | 78.71 | 45.14 | 174% |
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