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ADECX vs AWSHX

Both ADECX and AWSHX are mutual funds. ADECX has a lower 5-year return than AWSHX (12.48% vs 14.45%). ADECX has a higher expense ratio than AWSHX (1.77% vs 0.58%). Below is the comparison between ADECX and AWSHX.

ADECX AWSHX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Columbia Threadneedle American Funds
Net Assets $13.40M $68.69B
Expense Ratio 1.77% 0.58%
Management Style active active
Dividend Yield 0.56% 1.60%
Minimum Investment $2,000.00 $1,000.00
YTD Return 13.19% 11.26%
1-Year Return 10.41% 8.94%
3-Year Return 11.86% 14.21%
5-Year Return 12.48% 14.45%
10-Year Return 9.53% 12.64%

ADECX description

The Fund seeks to invest primarily in high-yield common stocks to provide high current income and, secondarily, to benefit from the growth potential offered by stock investments. Under normal market conditions, the Fund will invest at least 80% of its net assets in dividend-paying common and preferred stocks.

ADECX performance & returns

YTD Return 13.19%
1-Month Return 4.57%
3-Month Return 10.41%
1-Year Return 10.41%
3-Year Return 11.86%
5-Year Return 12.48%
10-Year Return 9.53%
ADECX expense ratio is 1.77%.

ADECX holdings

Top 10 Holdings (27.31% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.42%
Berkshire Hathaway Inc Class B BRK.B 3.30%
JPMorgan Chase & Co JPM 3.28%
Comcast Corp Class A CMCSA 3.18%
Walmart Inc WMT 2.62%
Procter & Gamble Co PG 2.59%
AT&T Inc T 2.46%
Medtronic PLC MDT 2.28%
The Home Depot Inc HD 2.25%
Philip Morris International Inc PM 1.93%

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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%

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