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ACGIX vs AMRMX
Both ACGIX and AMRMX are mutual funds. ACGIX has a higher 5-year return than AMRMX (12.79% vs 12.28%). 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 | ETF | ETF |
| Segment | U.S. Equity: Large Value | U.S. Equity: Large Value |
| Family | Invesco | American Funds |
| Net Assets | $3.08B | $32.06B |
| Expense Ratio | 0.81% | 0.60% |
| Management Style | active | active |
| Dividend Yield | 1.48% | 1.79% |
| Minimum Investment | $1,000.00 | $1,000.00 |
| YTD Return | 16.35% | 10.02% |
| 1-Year Return | 11.47% | 8.08% |
| 3-Year Return | 10.01% | 12.29% |
| 5-Year Return | 12.79% | 12.28% |
| 10-Year Return | 10.28% | 11.17% |
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 | 16.35% |
| 1-Month Return | 4.36% |
| 3-Month Return | 11.47% |
| 1-Year Return | 11.47% |
| 3-Year Return | 10.01% |
| 5-Year Return | 12.79% |
| 10-Year Return | 10.28% |
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% |
Other relevant ACGIX comparisons
You may also want to check out the following ACGIX comparisons that investors often look for on Finny
- ACGIX vs DODGX
- ACGIX vs AWSHX
- ACGIX vs VWNAX
- ACGIX vs VEIRX
- ACGIX vs AMRMX
- ACGIX vs VVIAX
- ACGIX vs VWNEX
- ACGIX vs GSFTX
- ACGIX vs PRFDX
- ACGIX vs VWNFX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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 | 10.02% |
| 1-Month Return | 5.14% |
| 3-Month Return | 8.08% |
| 1-Year Return | 8.08% |
| 3-Year Return | 12.29% |
| 5-Year Return | 12.28% |
| 10-Year Return | 11.17% |
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% |
Other relevant AMRMX comparisons
You may also want to check out the following AMRMX comparisons that investors often look for on Finny
- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs VWNAX
- AMRMX vs VEIRX
- AMRMX vs VVIAX
- AMRMX vs VWNEX
- AMRMX vs GSFTX
- AMRMX vs PRFDX
- AMRMX vs VWNFX
- AMRMX vs VIVIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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