AWSHX
Price
$65.79
Change
-$0.30 (-0.45%)
Updated
Jun 22 closing price
Net Assets
218.08B
PCEQX
Price
$25.57
Change
+$0.16 (+0.63%)
Updated
Jun 22 closing price
Net Assets
793.56M
Interact to see
Advertisement

AWSHX vs PCEQX

AWSHX vs PCEQX Comparison Chart in %
View a ticker or compare two or three
VS
AWSHX vs. PCEQX commentary
Jun 24, 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 Hold and PCEQX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. PCEQX (794M). AWSHX (1.19) and PCEQX (1.17) have matching dividends . AWSHX was incepted earlier than PCEQX: AWSHX (74 years) vs PCEQX (30 years). PCEQX (1.78) is less costly to investors than AWSHX (0.55). PCEQX is a more actively managed with annual turnover of: 49.00 vs. AWSHX (29.00). AWSHX has a lower initial minimum investment than PCEQX: AWSHX (250) vs PCEQX (2500). PCEQX annual gain was more profitable for investors over the last year : 9.51 vs. AWSHX (7.91). AWSHX return over 5 years is better than : 26.34 vs. PCEQX (-32.35).
AWSHXPCEQXAWSHX / PCEQX
Total Expense Ratio0.551.7631%
Annual Report Gross Expense Ratio0.551.7831%
Fund Existence74 years30 years-
Gain YTD1.5118.32018%
Front Load6%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets218B794M27,456%
Annual Yield % from dividends1.191.17102%
Returns for 1 year7.919.5183%
Returns for 3 years29.66-18.96-156%
Returns for 5 years26.34-32.35-81%
Returns for 10 years80.84-11.78-686%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MFRLX46.38N/A
N/A
MFS Research R1
HGHCX24.94N/A
N/A
Hartford Healthcare C
LMOIX43.56N/A
N/A
ClearBridge Small Cap Growth IS
SKSIX35.96N/A
N/A
AMG GW&K Small Cap Value I
ARAHX6.35N/A
N/A
Aristotle Small/Mid Cap Equity A