ABLYX vs AWSHX

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.

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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 expense ratio is 0.7%.

ABLYX holdings

Top 10 Holdings (25.55% of Total Assets)

Name Symbol % Assets
GVSXX GVSXX 3.39%
C C 3.23%
C C 3.08%
JPM JPM 2.46%
WFC WFC 2.37%
JPM JPM 2.36%
AIG AIG 2.28%
GS GS 2.17%
WFC WFC 2.12%
GS GS 2.10%

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.

ABLYX cons

The following are ABLYX weaknesses from our perspective:

  • ABLYX net assets are $217.07 million. This fund is not a popular choice with retail investors.
  • ABLYX expense ratio is 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ABLYX comparisons

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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 expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (35.11% of Total Assets)

Name Symbol % Assets
MSFT MSFT 5.28%
AVGO AVGO 5.13%
HD HD 4.66%
CMCSA CMCSA 4.52%
UNH UNH 3.33%
BA BA 2.71%
MRK MRK 2.56%
JNJ JNJ 2.38%
KO KO 2.30%
LMT LMT 2.23%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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