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AWSHX vs OIEFX
AWSHX vs OIEFX Comparison
Open Charts AWSHX vs OIEFX
AWSHX vs OIEFX Comparison Chart in %
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AWSHX vs. OIEFX commentary
Jul 27, 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 OIEFX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. OIEFX (44.2B). AWSHX pays higher dividends than OIEFX: AWSHX (1.22) vs OIEFX (0.95). AWSHX was incepted earlier than OIEFX: AWSHX (74 years) vs OIEFX (15 years). OIEFX (1.20) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. OIEFX (20.00). OIEFX has a lower initial minimum investment than AWSHX: OIEFX (0) vs AWSHX (250). OIEFX annual gain was more profitable for investors over the last year : 11.87 vs. AWSHX (5.14). OIEFX return over 5 years is better than : 29.85 vs. AWSHX (26.98).
| AWSHX | OIEFX | AWSHX / OIEFX | |
| Total Expense Ratio | 0.55 | 1.20 | 46% |
| Annual Report Gross Expense Ratio | 0.55 | 1.20 | 46% |
| Fund Existence | 74 years | 15 years | - |
| Gain YTD | 4.242 | 15.405 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 44.2B | 495% |
| Annual Yield % from dividends | 1.22 | 0.95 | 128% |
| Returns for 1 year | 5.14 | 11.87 | 43% |
| Returns for 3 years | 26.51 | 27.82 | 95% |
| Returns for 5 years | 26.98 | 29.85 | 90% |
| Returns for 10 years | 76.01 | 115.60 | 66% |
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