AWSHX
Price
$68.83
Change
+$0.27 (+0.39%)
Updated
Jun 2 closing price
Net Assets
214.46B
PSEPX
Price
$20.17
Change
+$0.10 (+0.50%)
Updated
Jun 2 closing price
Net Assets
32.26M
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AWSHX vs PSEPX

Header iconAWSHX vs PSEPX Comparison
Open Charts AWSHX vs PSEPXBanner chart's image
AWSHX vs PSEPX Comparison Chart in %
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AWSHX vs. PSEPX commentary
Jun 03, 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 PSEPX is a Buy.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. PSEPX (32.3M). PSEPX pays higher dividends than AWSHX: PSEPX (1.42) vs AWSHX (1.19). AWSHX was incepted earlier than PSEPX: AWSHX (74 years) vs PSEPX (13 years). PSEPX (1.02) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. PSEPX (4.00). AWSHX has a lower initial minimum investment than PSEPX: AWSHX (250) vs PSEPX (2000). PSEPX annual gain was more profitable for investors over the last year : 8.58 vs. AWSHX (7.86). PSEPX return over 5 years is better than : 32.47 vs. AWSHX (25.50).
AWSHXPSEPXAWSHX / PSEPX
Total Expense Ratio0.551.0254%
Annual Report Gross Expense Ratio0.551.0254%
Fund Existence74 years13 years-
Gain YTD5.4713.193171%
Front Load6%N/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets214B32.3M662,539%
Annual Yield % from dividends1.191.4284%
Returns for 1 year7.868.5892%
Returns for 3 years32.1536.5788%
Returns for 5 years25.5032.4779%
Returns for 10 years83.4388.2395%
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