Interact to see
Advertisement
Advertisement
AWSHX vs ZDIVX
AWSHX vs ZDIVX Comparison
Open Charts AWSHX vs ZDIVX
AWSHX vs ZDIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. ZDIVX commentary
Jul 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 Buy and ZDIVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. ZDIVX (142M). ZDIVX pays higher dividends than AWSHX: ZDIVX (1.48) vs AWSHX (1.22). AWSHX was incepted earlier than ZDIVX: AWSHX (74 years) vs ZDIVX (12 years). ZDIVX (1.40) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. ZDIVX (17.00). AWSHX has a lower initial minimum investment than ZDIVX: AWSHX (250) vs ZDIVX (2500). ZDIVX annual gain was more profitable for investors over the last year : 17.56 vs. AWSHX (6.44). ZDIVX return over 5 years is better than : 39.84 vs. AWSHX (26.69).
| AWSHX | ZDIVX | AWSHX / ZDIVX | |
| Total Expense Ratio | 0.55 | 1.31 | 42% |
| Annual Report Gross Expense Ratio | 0.55 | 1.40 | 39% |
| Fund Existence | 74 years | 12 years | - |
| Gain YTD | 3.856 | 11.817 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 142M | 153,521% |
| Annual Yield % from dividends | 1.22 | 1.48 | 83% |
| Returns for 1 year | 6.44 | 17.56 | 37% |
| Returns for 3 years | 29.69 | 43.91 | 68% |
| Returns for 5 years | 26.69 | 39.84 | 67% |
| Returns for 10 years | 79.81 | 119.92 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIBCX | 82.93 | 0.77 | +0.94% |
| American Funds Capital Income Bldr C | |||
| AWIIX | 14.99 | 0.13 | +0.87% |
| CIBC Atlas Income Opportunities Instl | |||
| MSTGX | 10.39 | 0.09 | +0.87% |
| Morningstar Global Income | |||
| BPAIX | 36.98 | 0.19 | +0.52% |
| Boston Partners All Cap Value Instl | |||
| FOPPX | 58.46 | -0.77 | -1.30% |
| Franklin Growth Opportunities R6 | |||