Finny logo
Finny logo

ACTIX vs AMRMX

Both ACTIX and AMRMX are mutual funds. Below is the comparison between ACTIX and AMRMX.

ACTIX AMRMX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Advisors Capital American Funds
Net Assets $200.00K $32.06B
Expense Ratio N/A 0.60%
Management Style active active
Dividend Yield N/A 1.79%
Minimum Investment $3,000.00 $1,000.00
YTD Return N/A 10.02%
1-Year Return N/A 8.08%
3-Year Return N/A 12.29%
5-Year Return N/A 12.28%
10-Year Return N/A 11.17%

ACTIX description

The Fund seeks total return with capital preservation as a secondary objective. The Fund invests at least 80% of its assets in fixed-income securities defined as fixed or floating rate cash equivalents, debt instruments, preferred stock, and exchange-traded funds that primarily invest in the preceding instruments.

ACTIX performance & returns

YTD Return N/A
1-Month Return 1.00%
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
ACTIX expense ratio is N/A.

ACTIX holdings

Top 10 Holdings (29.52% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.91%
Wells Fargo & Co WFC 3.12%
Cisco Systems Inc CSCO 3.08%
Chevron Corp CVX 3.03%
Johnson & Johnson JNJ 2.85%
Bank of America Corporation BAC 2.76%
Medtronic PLC MDT 2.75%
Oracle Corp ORCL 2.73%
Merck & Co Inc MRK 2.65%
Procter & Gamble Co PG 2.64%

Other relevant ACTIX comparisons

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

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

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