Interact to see
Advertisement
Advertisement
AWSHX vs LADIX
AWSHX vs LADIX Comparison
Open Charts AWSHX vs LADIX
AWSHX vs LADIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. LADIX 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 LADIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LADIX (370M). LADIX pays higher dividends than AWSHX: LADIX (3.03) vs AWSHX (1.19). AWSHX was incepted earlier than LADIX: AWSHX (74 years) vs LADIX (18 years). LADIX (1.13) is less costly to investors than AWSHX (0.55). LADIX is a more actively managed with annual turnover of: 79.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than LADIX: AWSHX (250) vs LADIX (1000000). LADIX annual gain was more profitable for investors over the last year : 16.33 vs. AWSHX (7.91). LADIX return over 5 years is better than : 59.09 vs. AWSHX (26.34).
| AWSHX | LADIX | AWSHX / LADIX | |
| Total Expense Ratio | 0.55 | 1.13 | 49% |
| Annual Report Gross Expense Ratio | 0.55 | 1.13 | 49% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 1.511 | 9.494 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 370M | 58,919% |
| Annual Yield % from dividends | 1.19 | 3.03 | 39% |
| Returns for 1 year | 7.91 | 16.33 | 48% |
| Returns for 3 years | 29.66 | 51.97 | 57% |
| Returns for 5 years | 26.34 | 59.09 | 45% |
| Returns for 10 years | 80.84 | 140.90 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement