ACSYX vs AWSHX

Both ACSYX and AWSHX are mutual funds. ACSYX has a lower 5-year return than AWSHX (9.95% vs 11.28%). ACSYX has a higher expense ratio than AWSHX (1.55% vs 0.57%). Below is the comparison between ACSYX and AWSHX.

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ACSYX AWSHX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Invesco American Funds
Net Assets $93.18M $75.29B
Expense Ratio 1.55% 0.57%
Management Style active active
30-Day Yield 0.81% 1.23%
Minimum Investment $1,000 $250
YTD Return -3.04% -12.08%
1-Year Return 0.13% -7.07%
3-Year Return 10.57% 9.05%
5-Year Return 9.95% 11.28%
10-Year Return 10.04% 11.60%

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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AWSHX

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 -12.08%
1-Month Return 6.58%
3-Month Return -2.26%
1-Year Return -7.07%
3-Year Return 9.05%
5-Year Return 11.28%
10-Year Return 11.60%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (30.63% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.85%
Broadcom Inc AVGO 5.02%
Comcast Corp Class A CMCSA 4.26%
UnitedHealth Group Inc UNH 3.35%
BlackRock Inc BLK 2.25%
JPMorgan Chase & Co JPM 2.21%
Marsh & McLennan Companies Inc MMC 2.09%
The Home Depot Inc HD 1.97%
CVS Health Corp CVS 1.87%
Pfizer Inc PFE 1.76%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX 3-year return is 9.05%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AWSHX 5-year return is 11.28%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AWSHX 10-year return is 11.6%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  • AWSHX expense ratio is 0.57%, 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 0.2486611073%, 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 AWSHX comparisons

You may also want to check out the following AWSHX 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.