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AWSHX vs TRLCX
AWSHX vs TRLCX Comparison
Open Charts AWSHX vs TRLCX
AWSHX vs TRLCX Comparison Chart in %
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AWSHX vs. TRLCX commentary
Jul 14, 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 TRLCX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. TRLCX (6.46B). AWSHX (1.22) and TRLCX (1.17) have matching dividends . AWSHX was incepted earlier than TRLCX: AWSHX (74 years) vs TRLCX (24 years). TRLCX (0.65) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. TRLCX (17.00). TRLCX has a lower initial minimum investment than AWSHX: TRLCX (0) vs AWSHX (250). TRLCX annual gain was more profitable for investors over the last year : 16.44 vs. AWSHX (5.52). TRLCX return over 5 years is better than : 31.28 vs. AWSHX (26.81).
| AWSHX | TRLCX | AWSHX / TRLCX | |
| Total Expense Ratio | 0.55 | 0.65 | 85% |
| Annual Report Gross Expense Ratio | 0.55 | 0.65 | 85% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 3.732 | 15.466 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 6.46B | 3,392% |
| Annual Yield % from dividends | 1.22 | 1.17 | 105% |
| Returns for 1 year | 5.52 | 16.44 | 34% |
| Returns for 3 years | 28.24 | 41.02 | 69% |
| Returns for 5 years | 26.81 | 31.28 | 86% |
| Returns for 10 years | 75.70 | 73.79 | 103% |
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