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AWSHX vs LADIX
AWSHX vs LADIX Comparison
Open Charts AWSHX vs LADIX
AWSHX vs LADIX Comparison Chart in %
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AWSHX vs. LADIX 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 LADIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LADIX (366M). LADIX pays higher dividends than AWSHX: LADIX (3.02) vs AWSHX (1.20). 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 : 12.65 vs. AWSHX (6.76). LADIX return over 5 years is better than : 56.28 vs. AWSHX (27.56).
| 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 | 4.890 | 10.005 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 366M | 59,836% |
| Annual Yield % from dividends | 1.20 | 3.02 | 40% |
| Returns for 1 year | 6.76 | 12.65 | 53% |
| Returns for 3 years | 27.11 | 44.48 | 61% |
| Returns for 5 years | 27.56 | 56.28 | 49% |
| Returns for 10 years | 78.71 | 132.76 | 59% |
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