AMRMX vs DODGX

Both AMRMX and DODGX are mutual funds. AMRMX has a lower 5-year return than DODGX (13.05% vs 16.45%). AMRMX has a higher expense ratio than DODGX (0.6% vs 0.52%). Below is the comparison between AMRMX and DODGX.

AMRMX DODGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Dodge & Cox
Net Assets $33.69B $91.24B
Expense Ratio 0.60% 0.52%
Management Style active active
Dividend Yield 1.72% 1.16%
Minimum Investment $1,000.00 $2,500.00
YTD Return 19.72% 31.97%
1-Year Return 5.12% 6.53%
3-Year Return 13.29% 16.97%
5-Year Return 13.05% 16.45%
10-Year Return 12.48% 15.72%

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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DODGX description

The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.

DODGX performance & returns

YTD Return 31.97%
1-Month Return 6.44%
3-Month Return 6.53%
1-Year Return 6.53%
3-Year Return 16.97%
5-Year Return 16.45%
10-Year Return 15.72%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
FedEx Corp FDX 4.15%
Alphabet Inc Class C GOOG 3.62%
Capital One Financial Corp COF 3.59%
Comcast Corp Class A CMCSA 3.56%
Charles Schwab Corp SCHW 3.49%
HP Inc HPQ 3.16%
Bank of America Corp BAC 3.13%
Wells Fargo & Co WFC 3.07%
Microsoft Corp MSFT 3.00%
Charter Communications Inc A CHTR 2.94%

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