Interact to see
Advertisement
Advertisement
AWSHX vs NFJEX
AWSHX vs NFJEX Comparison
Open Charts AWSHX vs NFJEX
AWSHX vs NFJEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. NFJEX commentary
Aug 23, 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 StrongBuy and NFJEX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. NFJEX (536M). NFJEX pays higher dividends than AWSHX: NFJEX (1.65) vs AWSHX (1.20). 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 : 19.75 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. NFJEX (5.98).
| 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 | 6.463 | 25.266 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 536M | 40,672% |
| Annual Yield % from dividends | 1.20 | 1.65 | 73% |
| Returns for 1 year | 7.27 | 19.75 | 37% |
| Returns for 3 years | 33.24 | 28.73 | 116% |
| Returns for 5 years | 28.09 | 5.98 | 470% |
| Returns for 10 years | 78.89 | -3.47 | -2,274% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers