AMRMX vs AWSHX

Both AMRMX and AWSHX are mutual funds. AMRMX has a lower 5-year return than AWSHX (7.13% vs 8.66%). AMRMX has a higher expense ratio than AWSHX (0.59% vs 0.57%). Below is the comparison between AMRMX and AWSHX.

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AMRMX AWSHX
Security Type Mutual fund Mutual fund
Finny Score 0 0
Category Large Value Large Value
Family American Funds American Funds
Net Assets $32.41B $75.29B
Expense Ratio 0.59% 0.57%
Management Style active active
30-Day Yield 1.35% 1.23%
Minimum Investment $250 $250
YTD Return 1.52% 6.32%
1-Year Return 7.39% 13.68%
3-Year Return 9.94% 12.25%
5-Year Return 7.13% 8.66%
10-Year Return 9.06% 10.39%

AMRMX

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 1.52%
1-Month Return -1.09%
3-Month Return -0.81%
1-Year Return 7.39%
3-Year Return 9.94%
5-Year Return 7.13%
10-Year Return 9.06%
AMRMX expense ratio is 0.59%.

AMRMX holdings

Top 10 Holdings (23.82% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.31%
AbbVie Inc ABBV 2.65%
Raytheon Technologies Corp RTX 2.54%
Abbott Laboratories ABT 2.40%
Linde PLC LIN 2.35%
General Electric Co GE 2.21%
Comcast Corp Class A CMCSA 2.00%
Apple Inc AAPL 1.95%
Mondelez International Inc Class A MDLZ 1.72%
UnitedHealth Group Inc UNH 1.69%

AMRMX pros

None that we could think of.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX 3-year return is 9.94%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 11.93%.
  • AMRMX 5-year return is 7.13%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.07%.
  • AMRMX 10-year return is 9.06%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 10.95%.
  • AMRMX expense ratio is 0.59%, 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 0.250186805%, while the maximum front-end sales load is 5.75%. 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 AMRMX comparisons

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AWSHX

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 6.32%
1-Month Return -1.42%
3-Month Return 0.11%
1-Year Return 13.68%
3-Year Return 12.25%
5-Year Return 8.66%
10-Year Return 10.39%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (29.87% of Total Assets)

Name Symbol % Assets
Broadcom Inc AVGO 6.43%
Microsoft Corp MSFT 6.19%
UnitedHealth Group Inc UNH 3.24%
Comcast Corp Class A CMCSA 2.68%
Marsh & McLennan Companies Inc MMC 2.51%
Eli Lilly and Co LLY 1.98%
Northrop Grumman Corp NOC 1.80%
The Home Depot Inc HD 1.75%
Philip Morris International Inc PM 1.70%
Apple Inc AAPL 1.60%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX 3-year return is 12.25%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AWSHX 5-year return is 8.66%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AWSHX 10-year return is 10.39%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  • AWSHX expense ratio is 0.57%, 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 0.2486611073%, while the maximum front-end sales load is 5.75%. 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 AWSHX comparisons

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

Or use Finny's Comparison Tool 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.