AWSHX
Price
$66.09
Change
+$0.31 (+0.47%)
Updated
Jun 18 closing price
Net Assets
218.08B
LCBDX
Price
$27.15
Change
+$0.14 (+0.52%)
Updated
Jun 18 closing price
Net Assets
368.82M
Interact to see
Advertisement

AWSHX vs LCBDX

AWSHX vs LCBDX Comparison Chart in %
View a ticker or compare two or three
VS
AWSHX vs. LCBDX commentary
Jun 20, 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 LCBDX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LCBDX (369M). LCBDX pays higher dividends than AWSHX: LCBDX (3.13) vs AWSHX (1.19). AWSHX was incepted earlier than LCBDX: AWSHX (74 years) vs LCBDX (13 years). LCBDX (1.02) is less costly to investors than AWSHX (0.55). LCBDX is a more actively managed with annual turnover of: 79.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than LCBDX: AWSHX (250) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 16.28 vs. AWSHX (8.29). LCBDX return over 5 years is better than : 62.36 vs. AWSHX (28.85).
AWSHXLCBDXAWSHX / LCBDX
Total Expense Ratio0.551.0254%
Annual Report Gross Expense Ratio0.551.0254%
Fund Existence74 years13 years-
Gain YTD1.9739.57221%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B369M59,079%
Annual Yield % from dividends1.193.1338%
Returns for 1 year8.2916.2851%
Returns for 3 years24.1838.7862%
Returns for 5 years28.8562.3646%
Returns for 10 years78.42141.6255%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MAEFX24.530.54
+2.25%
BlackRock International Select Eq Instl
BSPGX874.659.38
+1.08%
iShares S&P 500 Index G
FSUTX136.571.18
+0.87%
Fidelity Select Utilities
GRGTX52.60-0.08
-0.15%
Goldman Sachs Equity Income Inv
GOVIX26.39-0.22
-0.83%
GMO Resources IV