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AWSHX vs LOFLX
AWSHX vs LOFLX Comparison
Open Charts AWSHX vs LOFLX
AWSHX vs LOFLX Comparison Chart in %
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AWSHX vs. LOFLX commentary
Jun 04, 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 LOFLX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. LOFLX (153M). AWSHX pays higher dividends than LOFLX: AWSHX (1.19) vs LOFLX (0.45). AWSHX was incepted earlier than LOFLX: AWSHX (74 years) vs LOFLX (7 years). LOFLX (1.19) is less costly to investors than AWSHX (0.55). LOFLX is a more actively managed with annual turnover of: 39.00 vs. AWSHX (29.00). LOFLX has a lower initial minimum investment than AWSHX: LOFLX (0) vs AWSHX (250). LOFLX annual gain was more profitable for investors over the last year : 15.59 vs. AWSHX (7.67). AWSHX return over 5 years is better than : 25.28 vs. LOFLX (-14.44).
| AWSHX | LOFLX | AWSHX / LOFLX | |
| Total Expense Ratio | 0.55 | 0.63 | 87% |
| Annual Report Gross Expense Ratio | 0.55 | 1.19 | 46% |
| Fund Existence | 74 years | 7 years | - |
| Gain YTD | 5.887 | 1.540 | 382% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 153M | 139,869% |
| Annual Yield % from dividends | 1.19 | 0.45 | 264% |
| Returns for 1 year | 7.67 | 15.59 | 49% |
| Returns for 3 years | 32.67 | 66.80 | 49% |
| Returns for 5 years | 25.28 | -14.44 | -175% |
| Returns for 10 years | 84.15 | N/A | - |
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