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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
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. SWDSX (657M). SWDSX pays higher dividends than AWSHX: SWDSX (1.56) vs AWSHX (1.22). 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: 29.00 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 : 15.33 vs. AWSHX (5.14). SWDSX return over 5 years is better than : 29.48 vs. AWSHX (26.98).
| 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 | 4.242 | 10.608 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 657M | 33,333% |
| Annual Yield % from dividends | 1.22 | 1.56 | 78% |
| Returns for 1 year | 5.14 | 15.33 | 34% |
| Returns for 3 years | 26.51 | 48.25 | 55% |
| Returns for 5 years | 26.98 | 29.48 | 92% |
| Returns for 10 years | 76.01 | 48.53 | 157% |
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