ANDAX vs AMRMX

Both AMRMX and ANDAX are mutual funds. AMRMX has a higher 5-year return than ANDAX (11.89% vs 8.81%). AMRMX has a lower expense ratio than ANDAX (0.58% vs 0.94%). Below is the comparison between AMRMX and ANDAX.

AMRMX ANDAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Virtus
Net Assets $36.98B $37.70M
Expense Ratio 0.58% 0.94%
Management Style active active
Dividend Yield 1.64% 1.28%
Minimum Investment $1,000.00 $5,000.00
YTD Return -3.39% -6.33%
1-Year Return 1.26% -1.52%
3-Year Return 13.76% 11.40%
5-Year Return 11.89% 8.81%
10-Year Return 11.95% 9.60%

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 -3.39%
1-Month Return -0.50%
3-Month Return 1.26%
1-Year Return 1.26%
3-Year Return 13.76%
5-Year Return 11.89%
10-Year Return 11.95%
AMRMX expense ratio is 0.58%.

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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ANDAX description

The Fund seeks current income as a primary objective, and long-term growth of capital as a secondary objective. Focus is on income-producing common stocks with the potential for capital appreciation.

ANDAX performance & returns

YTD Return -6.33%
1-Month Return -3.20%
3-Month Return -1.52%
1-Year Return -1.52%
3-Year Return 11.40%
5-Year Return 8.81%
10-Year Return 9.60%
ANDAX expense ratio is 0.94%.

ANDAX holdings

Top 10 Holdings (31.50% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 4.28%
Broadcom Inc AVGO 3.71%
Intel Corp INTC 3.66%
NextEra Energy Inc NEE 3.16%
Allstate Corp ALL 3.01%
Lockheed Martin Corp LMT 2.97%
Norfolk Southern Corp NSC 2.84%
CoreSite Realty Corp COR 2.84%
Atmos Energy Corp ATO 2.80%
Crown Castle International Corp CCI 2.23%

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