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AWSHX vs LBDRX
AWSHX vs LBDRX Comparison
Open Charts AWSHX vs LBDRX
AWSHX vs LBDRX Comparison Chart in %
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AWSHX vs. LBDRX commentary
Jul 31, 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 LBDRX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LBDRX (117M). LBDRX pays higher dividends than AWSHX: LBDRX (1.35) vs AWSHX (1.22). AWSHX was incepted earlier than LBDRX: AWSHX (74 years) vs LBDRX (13 years). LBDRX (1.55) is less costly to investors than AWSHX (0.55). LBDRX is a more actively managed with annual turnover of: 57.00 vs. AWSHX (29.00). LBDRX has a lower initial minimum investment than AWSHX: LBDRX (0) vs AWSHX (250). LBDRX annual gain was more profitable for investors over the last year : 14.21 vs. AWSHX (6.02). AWSHX return over 5 years is better than : 27.60 vs. LBDRX (17.13).
| AWSHX | LBDRX | AWSHX / LBDRX | |
| Total Expense Ratio | 0.55 | 1.41 | 39% |
| Annual Report Gross Expense Ratio | 0.55 | 1.55 | 35% |
| Fund Existence | 74 years | 13 years | - |
| Gain YTD | 4.920 | 16.104 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 117M | 187,179% |
| Annual Yield % from dividends | 1.22 | 1.35 | 90% |
| Returns for 1 year | 6.02 | 14.21 | 42% |
| Returns for 3 years | 27.13 | 35.31 | 77% |
| Returns for 5 years | 27.60 | 17.13 | 161% |
| Returns for 10 years | 78.06 | 45.39 | 172% |
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