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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
Jul 25, 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: 219B 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 : 17.41 vs. AWSHX (5.14). ZDIVX return over 5 years is better than : 42.56 vs. AWSHX (26.98).
| 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 | 4.242 | 12.740 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 142M | 154,225% |
| Annual Yield % from dividends | 1.22 | 1.48 | 83% |
| Returns for 1 year | 5.14 | 17.41 | 30% |
| Returns for 3 years | 26.51 | 41.78 | 63% |
| Returns for 5 years | 26.98 | 42.56 | 63% |
| Returns for 10 years | 76.01 | 114.10 | 67% |
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