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
Jul 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: 219B vs. LBWIX (115M). LBWIX pays higher dividends than AWSHX: LBWIX (1.37) vs AWSHX (1.22). 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 : 14.25 vs. AWSHX (5.27). AWSHX return over 5 years is better than : 26.82 vs. LBWIX (19.29).
| 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 | 3.486 | 15.120 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 115M | 190,435% |
| Annual Yield % from dividends | 1.22 | 1.37 | 89% |
| Returns for 1 year | 5.27 | 14.25 | 37% |
| Returns for 3 years | 26.32 | 37.81 | 70% |
| Returns for 5 years | 26.82 | 19.29 | 139% |
| Returns for 10 years | 74.26 | 49.08 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement