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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 29, 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 Buy and LOFLX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. LOFLX (159M). 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 : 14.96 vs. AWSHX (6.01). AWSHX return over 5 years is better than : 25.71 vs. LOFLX (-11.40).
| 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 | 2.066 | 3.338 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 159M | 137,107% |
| Annual Yield % from dividends | 1.19 | 0.45 | 264% |
| Returns for 1 year | 6.01 | 14.96 | 40% |
| Returns for 3 years | 29.17 | 66.13 | 44% |
| Returns for 5 years | 25.71 | -11.40 | -225% |
| Returns for 10 years | 82.11 | N/A | - |
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