AWSHX
Price
$69.00
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
PNEAX
Price
$12.37
Change
+$0.08 (+0.65%)
Updated
Aug 21 closing price
Net Assets
536.04M
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AWSHX vs PNEAX

AWSHX vs PNEAX Comparison Chart in %
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AWSHX vs. PNEAX 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 PNEAX is a Hold.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. PNEAX (536M). PNEAX pays higher dividends than AWSHX: PNEAX (1.42) vs AWSHX (1.20). 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 : 19.19 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. PNEAX (3.79).
AWSHXPNEAXAWSHX / PNEAX
Total Expense Ratio0.551.0353%
Annual Report Gross Expense Ratio0.551.0353%
Fund Existence74 years25 years-
Gain YTD6.46324.96226%
Front Load6%6%105%
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets218B536M40,672%
Annual Yield % from dividends1.201.4285%
Returns for 1 year7.2719.1938%
Returns for 3 years33.2427.12123%
Returns for 5 years28.093.79741%
Returns for 10 years78.89-10.90-724%
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