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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 23, 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 StrongBuy and LBISX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LBISX (122M). 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 (32.00). 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 : 15.96 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. LBISX (23.28).
| 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 | 6.463 | 20.039 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 122M | 178,689% |
| Annual Yield % from dividends | 1.20 | 1.85 | 65% |
| Returns for 1 year | 7.27 | 15.96 | 46% |
| Returns for 3 years | 33.24 | 47.84 | 69% |
| Returns for 5 years | 28.09 | 23.28 | 121% |
| Returns for 10 years | 78.89 | 55.45 | 142% |
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