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AWSHX vs SWDSX
AWSHX vs SWDSX Comparison
Open Charts AWSHX vs SWDSX
AWSHX vs SWDSX Comparison Chart in %
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AWSHX vs. SWDSX commentary
Aug 17, 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 SWDSX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SWDSX (678M). SWDSX pays higher dividends than AWSHX: SWDSX (1.51) vs AWSHX (1.20). AWSHX was incepted earlier than SWDSX: AWSHX (74 years) vs SWDSX (23 years). SWDSX (0.89) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. SWDSX (8.00). SWDSX has a lower initial minimum investment than AWSHX: SWDSX (0) vs AWSHX (250). SWDSX annual gain was more profitable for investors over the last year : 17.86 vs. AWSHX (7.46). SWDSX (29.21) and AWSHX (28.20) have equivalent 5 years return.
| AWSHX | SWDSX | AWSHX / SWDSX | |
| Total Expense Ratio | 0.55 | 0.89 | 62% |
| Annual Report Gross Expense Ratio | 0.55 | 0.89 | 62% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 7.358 | 14.150 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 678M | 32,153% |
| Annual Yield % from dividends | 1.20 | 1.51 | 80% |
| Returns for 1 year | 7.46 | 17.86 | 42% |
| Returns for 3 years | 33.08 | 57.83 | 57% |
| Returns for 5 years | 28.20 | 29.21 | 97% |
| Returns for 10 years | 80.66 | 53.92 | 150% |
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