AMRMX vs VWNFX

Both AMRMX and VWNFX are mutual funds. AMRMX has a lower 5-year return than VWNFX (13.05% vs 16.2%). AMRMX has a higher expense ratio than VWNFX (0.6% vs 0.34%). Below is the comparison between AMRMX and VWNFX.

AMRMX VWNFX
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 $13.00B
Expense Ratio 0.60% 0.34%
Management Style active active
Dividend Yield 1.72% 1.13%
Minimum Investment $1,000.00 $3,000.00
YTD Return 19.72% 25.82%
1-Year Return 5.12% 5.40%
3-Year Return 13.29% 18.94%
5-Year Return 13.05% 16.20%
10-Year Return 12.48% 14.27%

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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VWNFX description

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

VWNFX performance & returns

YTD Return 25.82%
1-Month Return 4.55%
3-Month Return 5.40%
1-Year Return 5.40%
3-Year Return 18.94%
5-Year Return 16.20%
10-Year Return 14.27%
VWNFX expense ratio is 0.34%.

VWNFX holdings

Top 10 Holdings (24.13% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.02%
Apple Inc AAPL 2.83%
Medtronic PLC MDT 2.65%
Alphabet Inc A GOOGL 2.54%
Danaher Corp DHR 1.87%
Johnson & Johnson JNJ 1.77%
Procter & Gamble Co PG 1.70%
Bank of America Corp BAC 1.68%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.54%
Intercontinental Exchange Inc ICE 1.53%

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