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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
Sep 22, 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 SWDSX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. SWDSX (662M). SWDSX pays higher dividends than AWSHX: SWDSX (1.50) vs AWSHX (1.19). 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 : 11.27 vs. AWSHX (1.09). SWDSX return over 5 years is better than : 28.50 vs. AWSHX (25.22).
| 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 | 3.230 | 10.046 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 662M | 32,931% |
| Annual Yield % from dividends | 1.19 | 1.50 | 80% |
| Returns for 1 year | 1.09 | 11.27 | 10% |
| Returns for 3 years | 28.07 | 55.47 | 51% |
| Returns for 5 years | 25.22 | 28.50 | 88% |
| Returns for 10 years | 78.64 | 48.08 | 164% |
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