Interact to see
Advertisement
Advertisement
AWSHX vs MDFSX
AWSHX vs MDFSX Comparison
Open Charts AWSHX vs MDFSX
AWSHX vs MDFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. MDFSX commentary
Aug 17, 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 MDFSX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. MDFSX (129M). MDFSX pays higher dividends than AWSHX: MDFSX (1.66) vs AWSHX (1.20). AWSHX was incepted earlier than MDFSX: AWSHX (74 years) vs MDFSX (14 years). MDFSX (0.78) is less costly to investors than AWSHX (0.55). MDFSX is a more actively managed with annual turnover of: 49.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than MDFSX: AWSHX (250) vs MDFSX (2000). MDFSX annual gain was more profitable for investors over the last year : 20.85 vs. AWSHX (7.46). AWSHX return over 5 years is better than : 28.20 vs. MDFSX (13.88).
| AWSHX | MDFSX | AWSHX / MDFSX | |
| Total Expense Ratio | 0.55 | 0.78 | 71% |
| Annual Report Gross Expense Ratio | 0.55 | 0.78 | 71% |
| Fund Existence | 74 years | 14 years | - |
| Gain YTD | 7.358 | 20.719 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 129M | 168,992% |
| Annual Yield % from dividends | 1.20 | 1.66 | 73% |
| Returns for 1 year | 7.46 | 20.85 | 36% |
| Returns for 3 years | 33.08 | 29.93 | 111% |
| Returns for 5 years | 28.20 | 13.88 | 203% |
| Returns for 10 years | 80.66 | 12.79 | 631% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TCSEX | 22.90 | 0.13 | +0.57% |
| Nuveen Quant Small Cap Equity A | |||
| ETEGX | 14.96 | 0.07 | +0.47% |
| Eaton Vance Small-Cap A | |||
| ACVDX | 13.07 | 0.03 | +0.23% |
| American Century International Val R6 | |||
| FNFWX | 108.22 | -0.06 | -0.06% |
| American Funds New World 529-F-2 | |||
| AWTCX | 17.66 | -0.04 | -0.23% |
| Virtus Duff & Phelps Water C | |||