The average market capitalization across the group is 108.98B. The market cap for tickers in the group ranges from 86.42M to 217.88B. AWSHX holds the highest valuation in this group at 217.88B. The lowest valued company is STRAX at 86.42M.

High and low price notable news

The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 14%. STRAX experienced the highest price growth at 2%, while AWSHX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

AWSHX vs. STRAX commentary

Sep 05, 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 STRAX is a Hold.

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FUNDAMENTALS

Fundamentals

AWSHX has more cash in the bank: 218B vs. STRAX (86.4M). STRAX (1.23) and AWSHX (1.19) have matching dividends . AWSHX was incepted earlier than STRAX: AWSHX (74 years) vs STRAX (9 years). STRAX (0.80) is less costly to investors than AWSHX (0.55). STRAX is a more actively managed with annual turnover of: 108.16 vs. AWSHX (32.00). AWSHX has a lower initial minimum investment than STRAX: AWSHX (250) vs STRAX (10000000). STRAX annual gain was more profitable for investors over the last year : 39.01 vs. AWSHX (5.25). STRAX return over 5 years is better than : 114.91 vs. AWSHX (25.58).

	AWSHX	STRAX	AWSHX / STRAX
Total Expense Ratio	0.55	0.69	80%
Annual Report Gross Expense Ratio	0.55	0.80	69%
Fund Existence	74 years	9 years	-
Gain YTD	5.692	28.565	20%
Front Load	6%	N/A	-
Min. Initial Investment	250	10000000	0%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	218B	86.4M	252,315%
Annual Yield % from dividends	1.19	1.23	97%
Returns for 1 year	5.25	39.01	13%
Returns for 3 years	30.80	106.29	29%
Returns for 5 years	25.58	114.91	22%
Returns for 10 years	77.94	N/A	-

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