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AWSHX vs WPLCX
AWSHX vs WPLCX Comparison
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AWSHX vs WPLCX Comparison Chart in %
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AWSHX vs. WPLCX commentary
Sep 13, 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 WPLCX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. WPLCX (28.7M). AWSHX pays higher dividends than WPLCX: AWSHX (1.19) vs WPLCX (0.00). AWSHX was incepted earlier than WPLCX: AWSHX (74 years) vs WPLCX (13 years). WPLCX (2.21) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. WPLCX (3.80). AWSHX has a lower initial minimum investment than WPLCX: AWSHX (250) vs WPLCX (2000). WPLCX annual gain was more profitable for investors over the last year : 29.04 vs. AWSHX (1.84). WPLCX return over 5 years is better than : 51.04 vs. AWSHX (26.17).
| AWSHX | WPLCX | AWSHX / WPLCX | |
| Total Expense Ratio | 0.55 | 2.21 | 25% |
| Annual Report Gross Expense Ratio | 0.55 | 2.21 | 25% |
| Fund Existence | 74 years | 13 years | - |
| Gain YTD | 4.334 | 22.916 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 28.7M | 759,582% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 1.84 | 29.04 | 6% |
| Returns for 3 years | 29.29 | 90.42 | 32% |
| Returns for 5 years | 26.17 | 51.04 | 51% |
| Returns for 10 years | 80.32 | 124.66 | 64% |
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