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AWSHX vs TRLIX
AWSHX vs TRLIX Comparison
Open Charts AWSHX vs TRLIX
AWSHX vs TRLIX Comparison Chart in %
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AWSHX vs. TRLIX commentary
Jul 02, 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 TRLIX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. TRLIX (6.33B). TRLIX pays higher dividends than AWSHX: TRLIX (1.45) vs AWSHX (1.19). AWSHX was incepted earlier than TRLIX: AWSHX (74 years) vs TRLIX (24 years). AWSHX (0.55) is less costly to investors than TRLIX (0.40). AWSHX is a more actively managed with annual turnover of: 29.00 vs. TRLIX (17.00). AWSHX has a lower initial minimum investment than TRLIX: AWSHX (250) vs TRLIX (1000000). TRLIX annual gain was more profitable for investors over the last year : 16.18 vs. AWSHX (6.12). TRLIX return over 5 years is better than : 30.54 vs. AWSHX (26.62).
| AWSHX | TRLIX | AWSHX / TRLIX | |
| Total Expense Ratio | 0.55 | 0.40 | 138% |
| Annual Report Gross Expense Ratio | 0.55 | 0.40 | 138% |
| Fund Existence | 74 years | 24 years | - |
| Gain YTD | 3.269 | 13.800 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 6.33B | 3,442% |
| Annual Yield % from dividends | 1.19 | 1.45 | 82% |
| Returns for 1 year | 6.12 | 16.18 | 38% |
| Returns for 3 years | 28.98 | 40.51 | 72% |
| Returns for 5 years | 26.62 | 30.54 | 87% |
| Returns for 10 years | 78.80 | 79.99 | 99% |