AMRMX vs VEIRX

Both AMRMX and VEIRX are mutual funds. AMRMX has a lower 5-year return than VEIRX (13.05% vs 13.45%). AMRMX has a higher expense ratio than VEIRX (0.6% vs 0.19%). Below is the comparison between AMRMX and VEIRX.

AMRMX VEIRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Vanguard
Net Assets $33.69B $43.42B
Expense Ratio 0.60% 0.19%
Management Style active active
Dividend Yield 1.72% 2.44%
Minimum Investment $1,000.00 $50,000.00
YTD Return 19.72% 22.05%
1-Year Return 5.12% 5.70%
3-Year Return 13.29% 14.21%
5-Year Return 13.05% 13.45%
10-Year Return 12.48% 13.43%

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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VEIRX description

The Fund seeks to provide an above-average level of current income and reasonable long-term capital appreciation. It invests in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the advisor, undervalued relative to similar stocks.

VEIRX performance & returns

YTD Return 22.05%
1-Month Return 5.48%
3-Month Return 5.70%
1-Year Return 5.70%
3-Year Return 14.21%
5-Year Return 13.45%
10-Year Return 13.43%
VEIRX expense ratio is 0.19%.

VEIRX holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.54%
Procter & Gamble Co PG 3.22%
JPMorgan Chase & Co JPM 3.08%
Verizon Communications Inc VZ 2.65%
Pfizer Inc PFE 2.59%
Comcast Corp Class A CMCSA 2.59%
Cisco Systems Inc CSCO 2.31%
Merck & Co Inc MRK 2.06%
Intel Corp INTC 2.00%
Progressive Corp PGR 1.82%

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