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AWSHX vs NFJEX
AWSHX vs NFJEX Comparison
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AWSHX vs NFJEX Comparison Chart in %
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AWSHX vs. NFJEX commentary
Sep 13, 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 NFJEX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. NFJEX (500M). NFJEX pays higher dividends than AWSHX: NFJEX (1.64) vs AWSHX (1.19). AWSHX was incepted earlier than NFJEX: AWSHX (74 years) vs NFJEX (26 years). NFJEX (0.74) is less costly to investors than AWSHX (0.55). NFJEX is a more actively managed with annual turnover of: 36.00 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than NFJEX: AWSHX (250) vs NFJEX (1000000). NFJEX annual gain was more profitable for investors over the last year : 14.27 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. NFJEX (4.50).
| AWSHX | NFJEX | AWSHX / NFJEX | |
| Total Expense Ratio | 0.55 | 0.70 | 79% |
| Annual Report Gross Expense Ratio | 0.55 | 0.74 | 74% |
| Fund Existence | 74 years | 26 years | - |
| Gain YTD | 4.334 | 22.775 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 500M | 43,600% |
| Annual Yield % from dividends | 1.19 | 1.64 | 73% |
| Returns for 1 year | 1.84 | 14.27 | 13% |
| Returns for 3 years | 29.29 | 24.63 | 119% |
| Returns for 5 years | 26.17 | 4.50 | 581% |
| Returns for 10 years | 80.32 | -3.55 | -2,260% |
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