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AWSHX vs WSHFX
AWSHX vs WSHFX Comparison
Open Charts AWSHX vs WSHFX
AWSHX vs WSHFX Comparison Chart in %
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AWSHX vs. WSHFX commentary
Jun 04, 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 WSHFX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX (214B) and WSHFX (214B) have equal amount of cash in the bank . AWSHX (1.19) and WSHFX (1.14) have matching dividends . AWSHX was incepted earlier than WSHFX: AWSHX (74 years) vs WSHFX (25 years). WSHFX (0.63) is less costly to investors than AWSHX (0.55). AWSHX (29.00) and WSHFX (29.00) have comparable annual turnover. AWSHX (250) and WSHFX (250) have matching initial minimum investment requirements. AWSHX (7.67) and WSHFX (7.55) have marching annual gain over last year. AWSHX (25.28) and WSHFX (24.74) have equivalent 5 years return.
| AWSHX | WSHFX | AWSHX / WSHFX | |
| Total Expense Ratio | 0.55 | 0.63 | 87% |
| Annual Report Gross Expense Ratio | 0.55 | 0.63 | 87% |
| Fund Existence | 74 years | 25 years | - |
| Gain YTD | 5.887 | 5.857 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214B | 214B | 100% |
| Annual Yield % from dividends | 1.19 | 1.14 | 105% |
| Returns for 1 year | 7.67 | 7.55 | 102% |
| Returns for 3 years | 32.67 | 32.26 | 101% |
| Returns for 5 years | 25.28 | 24.74 | 102% |
| Returns for 10 years | 84.15 | 83.14 | 101% |
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