Interact to see
Advertisement
Advertisement
AWSHX vs LBWIX
AWSHX vs LBWIX Comparison
Open Charts AWSHX vs LBWIX
AWSHX vs LBWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. LBWIX commentary
Jun 22, 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 (111M). LBWIX pays higher dividends than AWSHX: LBWIX (1.39) 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 (29.00). 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 : 15.59 vs. AWSHX (8.29). AWSHX return over 5 years is better than : 28.85 vs. LBWIX (16.70).
| 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 | 1.973 | 11.627 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 111M | 196,396% |
| Annual Yield % from dividends | 1.19 | 1.39 | 86% |
| Returns for 1 year | 8.29 | 15.59 | 53% |
| Returns for 3 years | 24.18 | 33.76 | 72% |
| Returns for 5 years | 28.85 | 16.70 | 173% |
| Returns for 10 years | 78.42 | 50.12 | 156% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers