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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
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 TRLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. TRLIX (6.38B). TRLIX pays higher dividends than AWSHX: TRLIX (1.35) 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: 32.00 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 : 14.39 vs. AWSHX (1.09). TRLIX return over 5 years is better than : 34.91 vs. AWSHX (25.22).
| 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 | 3.230 | 17.240 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 6.38B | 3,420% |
| Annual Yield % from dividends | 1.19 | 1.35 | 89% |
| Returns for 1 year | 1.09 | 14.39 | 8% |
| Returns for 3 years | 28.07 | 46.64 | 60% |
| Returns for 5 years | 25.22 | 34.91 | 72% |
| Returns for 10 years | 78.64 | 76.74 | 102% |
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