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AWSHX vs PEQIX
AWSHX vs PEQIX Comparison
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AWSHX vs PEQIX Comparison Chart in %
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AWSHX vs. PEQIX commentary
Jul 25, 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 PEQIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. PEQIX (801M). PEQIX pays higher dividends than AWSHX: PEQIX (1.84) vs AWSHX (1.22). AWSHX was incepted earlier than PEQIX: AWSHX (74 years) vs PEQIX (36 years). PEQIX (1.01) is less costly to investors than AWSHX (0.55). PEQIX is a more actively managed with annual turnover of: 49.00 vs. AWSHX (29.00). AWSHX (6%) and PEQIX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than PEQIX: AWSHX (250) vs PEQIX (2500). PEQIX annual gain was more profitable for investors over the last year : 8.72 vs. AWSHX (5.14). AWSHX return over 5 years is better than : 26.98 vs. PEQIX (-27.05).
| AWSHX | PEQIX | AWSHX / PEQIX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.01 | 54% |
| Fund Existence | 74 years | 36 years | - |
| Gain YTD | 4.242 | 11.634 | 36% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 801M | 27,341% |
| Annual Yield % from dividends | 1.22 | 1.84 | 66% |
| Returns for 1 year | 5.14 | 8.72 | 59% |
| Returns for 3 years | 26.51 | -18.11 | -146% |
| Returns for 5 years | 26.98 | -27.05 | -100% |
| Returns for 10 years | 76.01 | -4.98 | -1,526% |
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