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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LADIX (363M). LADIX pays higher dividends than AWSHX: LADIX (2.97) 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 (32.00). 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 : 9.89 vs. AWSHX (1.84). LADIX return over 5 years is better than : 56.30 vs. AWSHX (26.17).
| 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 | 4.334 | 10.127 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 363M | 60,055% |
| Annual Yield % from dividends | 1.19 | 2.97 | 40% |
| Returns for 1 year | 1.84 | 9.89 | 19% |
| Returns for 3 years | 29.29 | 47.47 | 62% |
| Returns for 5 years | 26.17 | 56.30 | 46% |
| Returns for 10 years | 80.32 | 138.78 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement