Finny logo
Finny logo

ACGIX vs AWSHX

Both ACGIX and AWSHX are mutual funds. ACGIX has a lower 5-year return than AWSHX (12.79% vs 14.45%). ACGIX has a higher expense ratio than AWSHX (0.81% vs 0.58%). Below is the comparison between ACGIX and AWSHX.

ACGIX AWSHX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Invesco American Funds
Net Assets $3.08B $68.69B
Expense Ratio 0.81% 0.58%
Management Style active active
Dividend Yield 1.48% 1.60%
Minimum Investment $1,000.00 $1,000.00
YTD Return 16.35% 11.26%
1-Year Return 11.47% 8.94%
3-Year Return 10.01% 14.21%
5-Year Return 12.79% 14.45%
10-Year Return 10.28% 12.64%

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

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