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ALVIX vs AMRMX

Both ALVIX and AMRMX are mutual funds. ALVIX has a lower 5-year return than AMRMX (10.29% vs 11.61%). ALVIX has a higher expense ratio than AMRMX (0.83% vs 0.6%). Below is the comparison between ALVIX and AMRMX.

ALVIX AMRMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Century Investments American Funds
Net Assets $697.70M $33.88B
Expense Ratio 0.83% 0.60%
Management Style active active
Dividend Yield 1.61% 1.71%
Minimum Investment $3,000.00 $1,000.00
YTD Return 13.72% 14.90%
1-Year Return 2.64% 3.04%
3-Year Return 9.83% 11.53%
5-Year Return 10.29% 11.61%
10-Year Return 11.31% 11.86%

ALVIX description

The Fund seeks long-term capital growth as its primary objective, and income is its secondary objective by investing primarily in stocks of larger companies that the portfolio managers believe are undervalued at the time of purchase.

ALVIX performance & returns

YTD Return 13.72%
1-Month Return 1.72%
3-Month Return 2.64%
1-Year Return 2.64%
3-Year Return 9.83%
5-Year Return 10.29%
10-Year Return 11.31%
ALVIX expense ratio is 0.83%.

ALVIX holdings

Top 10 Holdings (34.17% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.92%
Berkshire Hathaway Inc Class B BRK.B 4.53%
Medtronic PLC MDT 4.37%
Verizon Communications Inc VZ 3.48%
Emerson Electric Co EMR 3.35%
Bank of New York Mellon Corp BK 2.89%
Unilever NV ADR UN 2.76%
Cisco Systems Inc CSCO 2.75%
iShares Russell 1000 Value ETF IWD 2.72%
Chubb Ltd CB 2.40%

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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 14.90%
1-Month Return 1.36%
3-Month Return 3.04%
1-Year Return 3.04%
3-Year Return 11.53%
5-Year Return 11.61%
10-Year Return 11.86%
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

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