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ABCVX vs AWSHX

Both ABCVX and AWSHX are mutual funds. ABCVX has a lower 5-year return than AWSHX (12.2% vs 14.15%). ABCVX has a higher expense ratio than AWSHX (1.07% vs 0.58%). Below is the comparison between ABCVX and AWSHX.

ABCVX AWSHX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Beacon American Funds
Net Assets $56.70M $72.69B
Expense Ratio 1.07% 0.58%
Management Style active active
Dividend Yield 1.21% 1.56%
Minimum Investment $3,000.00 $1,000.00
YTD Return 15.41% 16.93%
1-Year Return 4.12% 3.71%
3-Year Return 14.31% 13.74%
5-Year Return 12.20% 14.15%
10-Year Return N/A 13.37%

ABCVX description

The Fund seeks providing current income, with a secondary objective of capital appreciation. The Funds investment sub-advisor, emphasizes investments in profitable, financially stable, core companies that focus on generating high dividend income, are run by shareholder-oriented management at reasonable valuations.

ABCVX performance & returns

YTD Return 15.41%
1-Month Return 1.02%
3-Month Return 4.12%
1-Year Return 4.12%
3-Year Return 14.31%
5-Year Return 12.20%
10-Year Return N/A
ABCVX expense ratio is 1.07%.

ABCVX holdings

Top 10 Holdings (44.83% of Total Assets)

Name Symbol % Assets
Future on S&P 500 Dec20 N/A 5.65%
State Street Instl US Govt MMkt Slct GVSXX 5.60%
Apple Inc AAPL 4.85%
Berkshire Hathaway Inc Class B BRK.B 4.55%
Lowe's Companies Inc LOW 4.38%
Texas Instruments Inc TXN 4.20%
Johnson & Johnson JNJ 4.16%
Microsoft Corp MSFT 4.05%
United Parcel Service Inc Class B UPS 3.77%
Norfolk Southern Corp NSC 3.62%

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AWSHX description

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

AWSHX performance & returns

YTD Return 16.93%
1-Month Return 1.35%
3-Month Return 3.71%
1-Year Return 3.71%
3-Year Return 13.74%
5-Year Return 14.15%
10-Year Return 13.37%
AWSHX expense ratio is 0.58%.

AWSHX holdings

Top 10 Holdings (30.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.95%
Broadcom Inc AVGO 4.74%
Comcast Corp Class A CMCSA 4.23%
UnitedHealth Group Inc UNH 3.26%
Johnson & Johnson JNJ 2.47%
Pfizer Inc PFE 2.25%
Marsh & McLennan Companies Inc MMC 2.12%
Intel Corp INTC 2.01%
Verizon Communications Inc VZ 2.00%
The Home Depot Inc HD 1.93%

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