Both AFJAX and TSWIX are mutual funds. AFJAX has a lower 5-year return than TSWIX (2.85% vs 3.05%). AFJAX has a higher expense ratio than TSWIX (1.3% vs 0.85%). Below is the comparison between AFJAX and TSWIX.
|Security Type||Mutual fund||Mutual fund|
|Segment||International Equity: Foreign Large Value||International Equity: Foreign Large Value|
The Fund seeks long-term growth of capital and income. The Fund will invest in the common stocks of non-U.S. companies with market capitalizations of more than $1 billion, that are undervalued relative to the market and their industry groups.
AFJAX performance & returns
Top 10 Holdings (33.16% of Total Assets)
|Samsung Electronics Co Ltd||005930.KS||4.31%|
|China Merchants Bank Co Ltd Class H||03968||4.22%|
|Alibaba Group Holding Ltd Ordinary Shares||09988||4.21%|
|Zurich Insurance Group AG||ZURN||4.10%|
|Tencent Holdings Ltd||00700||2.57%|
|Rio Tinto PLC||RIO.L||2.46%|
|Techtronic Industries Co Ltd||00669.HK||2.27%|
|Longfor Group Holdings Ltd||00960||2.17%|
AFJAX prosNone that we could think of.
The following are AFJAX weaknesses from our perspective:
- AFJAX net assets are $53.80 million. This fund is not a popular choice with retail investors.
- AFJAX 3-year return is 3.4%, which is lower than the 3-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 4.66%.
- AFJAX 5-year return is 2.85%, which is lower than the 5-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 3.75%.
- AFJAX 10-year return is 2.55%, which is lower than the 10-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 5.88%.
- AFJAX 15-year return is 0.54%, which is lower than the 15-year return of the benchmark index (MSCI ACWI Ex USA NR USD), 2.06%.
- AFJAX expense ratio is 1.3%, 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 0.25%, while the maximum front-end sales load is 5.5%. 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 AFJAX comparisons
You may also want to check out the following AFJAX comparisons that investors often look for on Finny
- AFJAX vs VTRIX
- AFJAX vs CIVIX
- AFJAX vs QFVIX
- AFJAX vs TSWIX
- AFJAX vs TEMFX
- AFJAX vs SFNNX
- AFJAX vs FIENX
- AFJAX vs HILIX
- AFJAX vs AAIEX
- AFJAX vs SIDNX
The Fund seeks maximum long-term total return by investing in a diversified portfolio of common stocks of primarily non-U.S. issuer. The Fund invests at least 80% of its net assets in equity securities of foreign companies representing at least three countries other than the United States.
TSWIX performance & returns
Top 10 Holdings (21.03% of Total Assets)
The following are TSWIX strengths from our perspective:
- TSWIX 3-year return is 6.14%, which is higher than the 3-year return of the benchmark index (MSCI EAFE GR USD), 4.95%.
- TSWIX 10-year return is 6.83%, which is in line with the 10-year return of the benchmark index (MSCI EAFE GR USD), 7.1%.
- TSWIX 15-year return is 3.09%, which is higher than the 15-year return of the benchmark index (MSCI EAFE GR USD), 2.4%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
The following are TSWIX weaknesses from our perspective:
Other relevant TSWIX comparisons
You may also want to check out the following TSWIX comparisons that investors often look for on Finny
- TSWIX vs VTRIX
- TSWIX vs CIVIX
- TSWIX vs QFVIX
- TSWIX vs TEMFX
- TSWIX vs SFNNX
- TSWIX vs FIENX
- TSWIX vs HILIX
- TSWIX vs AAIEX
- TSWIX vs SIDNX
- TSWIX vs AINIX