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AWSHX vs WPLCX
AWSHX vs WPLCX Comparison
Open Charts AWSHX vs WPLCX
AWSHX vs WPLCX Comparison Chart in %
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AWSHX vs. WPLCX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. WPLCX (28M). AWSHX pays higher dividends than WPLCX: AWSHX (1.20) 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: 29.00 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 : 28.13 vs. AWSHX (6.76). WPLCX return over 5 years is better than : 41.16 vs. AWSHX (27.56).
| 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 | 4.890 | 18.222 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 28M | 782,143% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 6.76 | 28.13 | 24% |
| Returns for 3 years | 27.11 | 76.36 | 36% |
| Returns for 5 years | 27.56 | 41.16 | 67% |
| Returns for 10 years | 78.71 | 117.59 | 67% |
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