ACGIX vs AMRMX

Both ACGIX and AMRMX are mutual funds. ACGIX has a lower 5-year return than AMRMX (10.89% vs 12.12%). ACGIX has a higher expense ratio than AMRMX (0.81% vs 0.6%). Below is the comparison between ACGIX and AMRMX.

ACGIX AMRMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Invesco American Funds
Net Assets $2.91B $35.70B
Expense Ratio 0.81% 0.60%
Management Style active active
Dividend Yield 1.11% 1.62%
Minimum Investment $1,000.00 $1,000.00
YTD Return 27.69% 20.95%
1-Year Return 6.02% 4.70%
3-Year Return 13.26% 13.10%
5-Year Return 10.89% 12.12%
10-Year Return 12.78% 12.79%

ACGIX description

The Fund seeks income and long-term growth of capital. Under normal market conditions, the Fund seeks to achieve its investment objective by investing primarily in a portfolio of income-producing equity securities, including common stocks and convertible securities.

ACGIX performance & returns

YTD Return 27.69%
1-Month Return 2.02%
3-Month Return 6.02%
1-Year Return 6.02%
3-Year Return 13.26%
5-Year Return 10.89%
10-Year Return 12.78%
ACGIX expense ratio is 0.81%.

ACGIX holdings

Top 10 Holdings (25.16% of Total Assets)

Name Symbol % Assets
Cognizant Technology Solutions Corp A CTSH 3.30%
Philip Morris International Inc PM 2.94%
General Motors Co GM 2.94%
Morgan Stanley MS 2.48%
Goldman Sachs Group Inc GS 2.42%
CSX Corp CSX 2.27%
Anthem Inc ANTM 2.26%
Wells Fargo & Co WFC 2.21%
PNC Financial Services Group Inc PNC 2.17%
Johnson Controls International PLC JCI 2.17%

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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 20.95%
1-Month Return 3.18%
3-Month Return 4.70%
1-Year Return 4.70%
3-Year Return 13.10%
5-Year Return 12.12%
10-Year Return 12.79%
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%

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