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.
|Security Type||Mutual fund||Mutual fund|
|Category||Large Value||Large Value|
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
Top 10 Holdings (26.35% of Total Assets)
|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%|
|General Motors Co||GM||2.21%|
|Cisco Systems Inc||CSCO||2.19%|
|Wells Fargo & Co||WFC||2.01%|
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%.
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
You may also want to check out the following ACSYX comparisons that investors often look for on Finny
- ACSYX vs DODGX
- ACSYX vs AWSHX
- ACSYX vs AMRMX
- ACSYX vs GSFTX
- ACSYX vs MADVX
- ACSYX vs PRFDX
- ACSYX vs NBPIX
- ACSYX vs SFLNX
- ACSYX vs DHLRX
- ACSYX vs FEQIX
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
Top 10 Holdings (24.78% of Total Assets)
|Comcast Corp Class A||CMCSA||3.18%|
|Gilead Sciences Inc||GILD||2.80%|
|Raytheon Technologies Corp||RTX||2.19%|
|The Home Depot Inc||HD||2.11%|
|JPMorgan Chase & Co||JPM||1.92%|
|UnitedHealth Group Inc||UNH||1.91%|
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%.
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
- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs GSFTX
- AMRMX vs MADVX
- AMRMX vs PRFDX
- AMRMX vs NBPIX
- AMRMX vs SFLNX
- AMRMX vs DHLRX
- AMRMX vs FEQIX
- AMRMX vs DSEEX