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AAGPX vs AMRMX

Both AAGPX and AMRMX are mutual funds. AAGPX has a higher 5-year return than AMRMX (13.26% vs 12.28%). AAGPX has a higher expense ratio than AMRMX (0.96% vs 0.6%). Below is the comparison between AAGPX and AMRMX.

AAGPX AMRMX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Beacon American Funds
Net Assets $807.50M $32.06B
Expense Ratio 0.96% 0.60%
Management Style active active
Dividend Yield 1.62% 1.79%
Minimum Investment $3,000.00 $1,000.00
YTD Return 16.10% 10.02%
1-Year Return 11.67% 8.08%
3-Year Return 11.84% 12.29%
5-Year Return 13.26% 12.28%
10-Year Return 10.68% 11.17%

AAGPX description

The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.

AAGPX performance & returns

YTD Return 16.10%
1-Month Return 4.21%
3-Month Return 11.67%
1-Year Return 11.67%
3-Year Return 11.84%
5-Year Return 13.26%
10-Year Return 10.68%
AAGPX expense ratio is 0.96%.

AAGPX holdings

Top 10 Holdings (20.53% of Total Assets)

Name Symbol % Assets
Medtronic PLC MDT 2.39%
Comcast Corp Class A CMCSA 2.37%
American International Group Inc AIG 2.32%
Citigroup Inc C 2.29%
JPMorgan Chase & Co JPM 2.15%
Goldman Sachs Group Inc GS 2.13%
Stanley Black & Decker Inc SWK 1.74%
General Electric Co GE 1.73%
Texas Instruments Inc TXN 1.71%
Wells Fargo & Co WFC 1.70%

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AMRMX description

The Fund seeks current income, growth of capital and conservation of principal. The Fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable in the United States and Canada.

AMRMX performance & returns

YTD Return 10.02%
1-Month Return 5.14%
3-Month Return 8.08%
1-Year Return 8.08%
3-Year Return 12.29%
5-Year Return 12.28%
10-Year Return 11.17%
AMRMX expense ratio is 0.6%.

AMRMX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.30%
Comcast Corp Class A CMCSA 3.09%
Gilead Sciences Inc GILD 2.98%
Amgen Inc AMGN 2.64%
UnitedHealth Group Inc UNH 2.28%
The Home Depot Inc HD 2.15%
Abbott Laboratories ABT 2.14%
Procter & Gamble Co PG 1.95%
Verizon Communications Inc VZ 1.75%
Apple Inc AAPL 1.72%

Other relevant AMRMX comparisons

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