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AWSHX vs PNEAX
AWSHX vs PNEAX Comparison
Open Charts AWSHX vs PNEAX
AWSHX vs PNEAX Comparison Chart in %
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AWSHX vs. PNEAX commentary
Sep 12, 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 PNEAX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. PNEAX (500M). PNEAX pays higher dividends than AWSHX: PNEAX (1.42) vs AWSHX (1.19). AWSHX was incepted earlier than PNEAX: AWSHX (74 years) vs PNEAX (25 years). PNEAX (1.03) is less costly to investors than AWSHX (0.55). PNEAX is a more actively managed with annual turnover of: 36.00 vs. AWSHX (32.00). AWSHX (6%) and PNEAX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than PNEAX: AWSHX (250) vs PNEAX (2500). PNEAX annual gain was more profitable for investors over the last year : 13.76 vs. AWSHX (1.84). AWSHX return over 5 years is better than : 26.17 vs. PNEAX (2.31).
| AWSHX | PNEAX | AWSHX / PNEAX | |
| Total Expense Ratio | 0.55 | 1.03 | 53% |
| Annual Report Gross Expense Ratio | 0.55 | 1.03 | 53% |
| Fund Existence | 74 years | 25 years | - |
| Gain YTD | 4.334 | 22.437 | 19% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 500M | 43,600% |
| Annual Yield % from dividends | 1.19 | 1.42 | 84% |
| Returns for 1 year | 1.84 | 13.76 | 13% |
| Returns for 3 years | 29.29 | 23.13 | 127% |
| Returns for 5 years | 26.17 | 2.31 | 1,131% |
| Returns for 10 years | 80.32 | -10.94 | -734% |
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