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AWSHX vs ZDIVX
AWSHX vs ZDIVX Comparison
Open Charts AWSHX vs ZDIVX
AWSHX vs ZDIVX Comparison Chart in %
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AWSHX vs. ZDIVX commentary
Sep 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 StrongBuy and ZDIVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. ZDIVX (144M). ZDIVX pays higher dividends than AWSHX: ZDIVX (1.43) vs AWSHX (1.19). AWSHX was incepted earlier than ZDIVX: AWSHX (74 years) vs ZDIVX (13 years). ZDIVX (1.40) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 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 : 16.90 vs. AWSHX (6.44). ZDIVX return over 5 years is better than : 39.89 vs. AWSHX (26.28).
| 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 | 13 years | - |
| Gain YTD | 6.278 | 14.088 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 144M | 151,389% |
| Annual Yield % from dividends | 1.19 | 1.43 | 84% |
| Returns for 1 year | 6.44 | 16.90 | 38% |
| Returns for 3 years | 30.81 | 45.01 | 68% |
| Returns for 5 years | 26.28 | 39.89 | 66% |
| Returns for 10 years | 79.32 | 114.84 | 69% |
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