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AWSHX vs LBWCX
AWSHX vs LBWCX Comparison
Open Charts AWSHX vs LBWCX
AWSHX vs LBWCX Comparison Chart in %
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AWSHX vs. LBWCX 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 LBWCX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LBWCX (117M). AWSHX pays higher dividends than LBWCX: AWSHX (1.20) vs LBWCX (0.71). AWSHX was incepted earlier than LBWCX: AWSHX (74 years) vs LBWCX (16 years). LBWCX (2.00) is less costly to investors than AWSHX (0.55). LBWCX is a more actively managed with annual turnover of: 57.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than LBWCX: AWSHX (250) vs LBWCX (1000). LBWCX annual gain was more profitable for investors over the last year : 14.30 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. LBWCX (13.95).
| AWSHX | LBWCX | AWSHX / LBWCX | |
| Total Expense Ratio | 0.55 | 1.91 | 29% |
| Annual Report Gross Expense Ratio | 0.55 | 2.00 | 28% |
| Fund Existence | 74 years | 16 years | - |
| Gain YTD | 4.890 | 15.751 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 117M | 187,179% |
| Annual Yield % from dividends | 1.20 | 0.71 | 170% |
| Returns for 1 year | 6.76 | 14.30 | 47% |
| Returns for 3 years | 27.11 | 33.34 | 81% |
| Returns for 5 years | 27.56 | 13.95 | 198% |
| Returns for 10 years | 78.71 | 41.01 | 192% |
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