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AWSHX vs LBISX
AWSHX vs LBISX Comparison
Open Charts AWSHX vs LBISX
AWSHX vs LBISX Comparison Chart in %
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AWSHX vs. LBISX 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 LBISX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LBISX (117M). LBISX pays higher dividends than AWSHX: LBISX (1.85) vs AWSHX (1.20). AWSHX was incepted earlier than LBISX: AWSHX (74 years) vs LBISX (16 years). LBISX (0.85) is less costly to investors than AWSHX (0.55). LBISX is a more actively managed with annual turnover of: 57.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than LBISX: AWSHX (250) vs LBISX (1000000). LBISX annual gain was more profitable for investors over the last year : 15.67 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. LBISX (20.88).
| AWSHX | LBISX | AWSHX / LBISX | |
| Total Expense Ratio | 0.55 | 0.71 | 77% |
| Annual Report Gross Expense Ratio | 0.55 | 0.85 | 65% |
| Fund Existence | 74 years | 16 years | - |
| Gain YTD | 4.890 | 16.474 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 117M | 187,179% |
| Annual Yield % from dividends | 1.20 | 1.85 | 65% |
| Returns for 1 year | 6.76 | 15.67 | 43% |
| Returns for 3 years | 27.11 | 38.19 | 71% |
| Returns for 5 years | 27.56 | 20.88 | 132% |
| Returns for 10 years | 78.71 | 54.29 | 145% |
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