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AWSHX vs LBWIX
AWSHX vs LBWIX Comparison
Open Charts AWSHX vs LBWIX
AWSHX vs LBWIX Comparison Chart in %
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AWSHX vs. LBWIX commentary
Sep 21, 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 Hold and LBWIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LBWIX (121M). LBWIX pays higher dividends than AWSHX: LBWIX (1.29) vs AWSHX (1.19). AWSHX was incepted earlier than LBWIX: AWSHX (74 years) vs LBWIX (16 years). LBWIX (0.90) is less costly to investors than AWSHX (0.55). LBWIX is a more actively managed with annual turnover of: 57.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than LBWIX: AWSHX (250) vs LBWIX (1000000). LBWIX annual gain was more profitable for investors over the last year : 10.45 vs. AWSHX (1.09). AWSHX return over 5 years is better than : 25.22 vs. LBWIX (20.97).
| AWSHX | LBWIX | AWSHX / LBWIX | |
| Total Expense Ratio | 0.55 | 0.81 | 68% |
| Annual Report Gross Expense Ratio | 0.55 | 0.90 | 61% |
| Fund Existence | 74 years | 16 years | - |
| Gain YTD | 3.230 | 17.225 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 121M | 180,165% |
| Annual Yield % from dividends | 1.19 | 1.29 | 93% |
| Returns for 1 year | 1.09 | 10.45 | 10% |
| Returns for 3 years | 28.07 | 42.11 | 67% |
| Returns for 5 years | 25.22 | 20.97 | 120% |
| Returns for 10 years | 78.64 | 53.37 | 147% |
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