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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
Jul 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. LBWCX (113M). AWSHX pays higher dividends than LBWCX: AWSHX (1.22) vs LBWCX (0.73). 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 : 10.89 vs. AWSHX (5.38). AWSHX return over 5 years is better than : 26.87 vs. LBWCX (8.02).
| 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 | 4.010 | 13.369 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 113M | 193,805% |
| Annual Yield % from dividends | 1.22 | 0.73 | 166% |
| Returns for 1 year | 5.38 | 10.89 | 49% |
| Returns for 3 years | 30.10 | 34.51 | 87% |
| Returns for 5 years | 26.87 | 8.02 | 335% |
| Returns for 10 years | 76.91 | 37.27 | 206% |
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