AMRMX vs AWSHX

Both AMRMX and AWSHX are mutual funds. AMRMX has a lower 5-year return than AWSHX (13.05% vs 15.48%). AMRMX has a higher expense ratio than AWSHX (0.6% vs 0.58%). Below is the comparison between AMRMX and AWSHX.

AMRMX AWSHX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds American Funds
Net Assets $33.69B $71.79B
Expense Ratio 0.60% 0.58%
Management Style active active
Dividend Yield 1.72% 1.57%
Minimum Investment $1,000.00 $1,000.00
YTD Return 19.72% 22.12%
1-Year Return 5.12% 5.34%
3-Year Return 13.29% 16.09%
5-Year Return 13.05% 15.48%
10-Year Return 12.48% 13.99%

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 19.72%
1-Month Return 4.85%
3-Month Return 5.12%
1-Year Return 5.12%
3-Year Return 13.29%
5-Year Return 13.05%
10-Year Return 12.48%
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%

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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 22.12%
1-Month Return 5.11%
3-Month Return 5.34%
1-Year Return 5.34%
3-Year Return 16.09%
5-Year Return 15.48%
10-Year Return 13.99%
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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