AWSHX
Price
$68.83
Change
+$0.27 (+0.39%)
Updated
Jun 2 closing price
Net Assets
214.46B
ZDIVX
Price
$30.77
Change
+$0.24 (+0.79%)
Updated
Jun 2 closing price
Net Assets
136.57M
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AWSHX vs ZDIVX

Header iconAWSHX vs ZDIVX Comparison
Open Charts AWSHX vs ZDIVXBanner chart's image
AWSHX vs ZDIVX Comparison Chart in %
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AWSHX vs. ZDIVX 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 ZDIVX is a Hold.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 214B vs. ZDIVX (137M). ZDIVX pays higher dividends than AWSHX: ZDIVX (1.50) vs AWSHX (1.19). 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 : 18.75 vs. AWSHX (7.86). ZDIVX return over 5 years is better than : 33.57 vs. AWSHX (25.50).
AWSHXZDIVXAWSHX / ZDIVX
Total Expense Ratio0.551.3142%
Annual Report Gross Expense Ratio0.551.4039%
Fund Existence74 years12 years-
Gain YTD5.4718.33966%
Front Load6%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets214B137M156,204%
Annual Yield % from dividends1.191.5079%
Returns for 1 year7.8618.7542%
Returns for 3 years32.1544.2573%
Returns for 5 years25.5033.5776%
Returns for 10 years83.43114.4973%
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