Finny logo
Finny logo

ABCYX vs AWSHX

Both ABCYX and AWSHX are mutual funds. ABCYX has a lower 5-year return than AWSHX (13.04% vs 14.45%). ABCYX has a higher expense ratio than AWSHX (0.81% vs 0.58%). Below is the comparison between ABCYX and AWSHX.

ABCYX AWSHX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Beacon American Funds
Net Assets $969.60M $68.69B
Expense Ratio 0.81% 0.58%
Management Style active active
Dividend Yield 1.52% 1.60%
Minimum Investment $100,000.00 $1,000.00
YTD Return 10.03% 11.26%
1-Year Return 8.49% 8.94%
3-Year Return 15.34% 14.21%
5-Year Return 13.04% 14.45%
10-Year Return N/A 12.64%

ABCYX 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.

ABCYX performance & returns

YTD Return 10.03%
1-Month Return 7.46%
3-Month Return 8.49%
1-Year Return 8.49%
3-Year Return 15.34%
5-Year Return 13.04%
10-Year Return N/A
ABCYX expense ratio is 0.81%.

ABCYX 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%

Other relevant ABCYX comparisons

You may also want to check out the following ABCYX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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 11.26%
1-Month Return 5.24%
3-Month Return 8.94%
1-Year Return 8.94%
3-Year Return 14.21%
5-Year Return 14.45%
10-Year Return 12.64%
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%

Other relevant AWSHX comparisons

You may also want to check out the following AWSHX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us