AMRMX vs PRFDX

Both AMRMX and PRFDX are mutual funds. AMRMX has a higher 5-year return than PRFDX (13.05% vs 12.55%). AMRMX has a lower expense ratio than PRFDX (0.6% vs 0.65%). Below is the comparison between AMRMX and PRFDX.

AMRMX PRFDX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds T. Rowe Price
Net Assets $33.69B $14.08B
Expense Ratio 0.60% 0.65%
Management Style active active
Dividend Yield 1.72% 1.77%
Minimum Investment $1,000.00 $2,500.00
YTD Return 19.72% 23.45%
1-Year Return 5.12% 5.54%
3-Year Return 13.29% 13.25%
5-Year Return 13.05% 12.55%
10-Year Return 12.48% 11.98%

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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PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns

YTD Return 23.45%
1-Month Return 5.39%
3-Month Return 5.54%
1-Year Return 5.54%
3-Year Return 13.25%
5-Year Return 12.55%
10-Year Return 11.98%
PRFDX expense ratio is 0.65%.

PRFDX holdings

Top 10 Holdings (23.68% of Total Assets)

Name Symbol % Assets
Qualcomm Inc QCOM 3.49%
Southern Co SO 2.80%
United Parcel Service Inc Class B UPS 2.76%
Wells Fargo & Co WFC 2.54%
DuPont de Nemours Inc DD 2.29%
Chubb Ltd CB 2.07%
Philip Morris International Inc PM 2.02%
Morgan Stanley MS 1.91%
Weyerhaeuser Co WY 1.90%
Comcast Corp Class A CMCSA 1.90%

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