ACSYX vs AMRMX

Both ACSYX and AMRMX are mutual funds. ACSYX has a lower 5-year return than AMRMX (9.95% vs 9.98%). ACSYX has a higher expense ratio than AMRMX (1.55% vs 0.59%). Below is the comparison between ACSYX and AMRMX.

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ACSYX AMRMX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Invesco American Funds
Net Assets $93.18M $32.41B
Expense Ratio 1.55% 0.59%
Management Style active active
30-Day Yield 0.81% 1.35%
Minimum Investment $1,000 $250
YTD Return -3.04% -8.17%
1-Year Return 0.13% -3.55%
3-Year Return 10.57% 8.28%
5-Year Return 9.95% 9.98%
10-Year Return 10.04% 10.55%

ACSYX

ACSYX description

The Fund seeks capital growth and income by investing primarily in equity securities, including common and preferred stocks and securities convertible into common and preferred stocks. The Fund emphasizes a value style of investing seeking well-established, undervalued companies.

ACSYX performance & returns

YTD Return -3.04%
1-Month Return 10.87%
3-Month Return 0.40%
1-Year Return 0.13%
3-Year Return 10.57%
5-Year Return 9.95%
10-Year Return 10.04%
ACSYX expense ratio is 1.55%.

ACSYX holdings

Top 10 Holdings (26.35% of Total Assets)

Name Symbol % Assets
Citigroup Inc C 3.90%
Bank of America Corp BAC 3.63%
Philip Morris International Inc PM 2.90%
American International Group Inc AIG 2.48%
HCA Healthcare Inc HCA 2.37%
Anthem Inc ANTM 2.36%
Caterpillar Inc CAT 2.30%
General Motors Co GM 2.21%
Cisco Systems Inc CSCO 2.19%
Wells Fargo & Co WFC 2.01%

ACSYX pros

The following are ACSYX strengths from our perspective:

  • ACSYX 10-year return is 10.04%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.

ACSYX cons

The following are ACSYX weaknesses from our perspective:

  • ACSYX net assets are $93.18 million. This fund is not a popular choice with retail investors.
  • ACSYX 3-year return is 10.57%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • ACSYX 5-year return is 9.95%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • ACSYX expense ratio is 1.55%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

Other relevant ACSYX comparisons

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AMRMX

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 -8.17%
1-Month Return 5.59%
3-Month Return -2.23%
1-Year Return -3.55%
3-Year Return 8.28%
5-Year Return 9.98%
10-Year Return 10.55%
AMRMX expense ratio is 0.59%.

AMRMX holdings

Top 10 Holdings (24.78% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.49%
Comcast Corp Class A CMCSA 3.18%
Gilead Sciences Inc GILD 2.80%
Linde PLC LIN.L 2.21%
Raytheon Technologies Corp RTX 2.19%
The Home Depot Inc HD 2.11%
Amgen Inc AMGN 1.99%
Abbott Laboratories ABT 1.98%
JPMorgan Chase & Co JPM 1.92%
UnitedHealth Group Inc UNH 1.91%

AMRMX pros

The following are AMRMX strengths from our perspective:

  • AMRMX 10-year return is 10.55%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 10.95%.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX 3-year return is 8.28%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 11.93%.
  • AMRMX 5-year return is 9.98%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.07%.
  • AMRMX expense ratio is 0.59%, 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 0.250186805%, 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 AMRMX comparisons

You may also want to check out the following AMRMX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool 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.