Both ABLYX and AWSHX are mutual funds. ABLYX has a lower 5-year return than AWSHX (12.8% vs 13.79%). ABLYX has a higher expense ratio than AWSHX (0.7% vs 0.57%). Below is the comparison between ABLYX and AWSHX.
| ABLYX | AWSHX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | American Beacon | American Funds |
| Net Assets | $217.07M | $75.29B |
| Expense Ratio | 0.70% | 0.57% |
| Management Style | active | active |
| 30-Day Yield | 1.72% | 1.23% |
| Minimum Investment | $100,000 | $250 |
| YTD Return | 13.72% | 8.52% |
| 1-Year Return | 68.00% | 48.99% |
| 3-Year Return | 11.21% | 13.06% |
| 5-Year Return | 12.80% | 13.79% |
| 10-Year Return | 10.83% | 12.42% |
ABLYX
ABLYX 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.
ABLYX performance & returns
| YTD Return | 13.72% |
| 1-Month Return | 6.30% |
| 3-Month Return | 13.72% |
| 1-Year Return | 68.00% |
| 3-Year Return | 11.21% |
| 5-Year Return | 12.80% |
| 10-Year Return | 10.83% |
ABLYX holdings
Top 10 Holdings (25.55% of Total Assets)
ABLYX pros
The following are ABLYX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
Other relevant ABLYX comparisons
You may also want to check out the following ABLYX comparisons that investors often look for on Finny
- ABLYX vs DODGX
- ABLYX vs AWSHX
- ABLYX vs AMRMX
- ABLYX vs GSFTX
- ABLYX vs MADVX
- ABLYX vs PRFDX
- ABLYX vs NBPIX
- ABLYX vs SFLNX
- ABLYX vs DHLRX
- ABLYX vs FEQIX
AWSHX
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 | 8.52% |
| 1-Month Return | 5.43% |
| 3-Month Return | 8.52% |
| 1-Year Return | 48.99% |
| 3-Year Return | 13.06% |
| 5-Year Return | 13.79% |
| 10-Year Return | 12.42% |
AWSHX holdings
Top 10 Holdings (35.11% of Total Assets)
AWSHX pros
None that we could think of.AWSHX cons
The following are AWSHX weaknesses from our perspective:
- AWSHX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
- Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.2486611073%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
Other relevant AWSHX comparisons
You may also want to check out the following AWSHX comparisons that investors often look for on Finny
- AWSHX vs DODGX
- AWSHX vs AMRMX
- AWSHX vs GSFTX
- AWSHX vs MADVX
- AWSHX vs PRFDX
- AWSHX vs NBPIX
- AWSHX vs SFLNX
- AWSHX vs DHLRX
- AWSHX vs FEQIX
- AWSHX vs DSEEX