ANDAX vs AWSHX

Both ANDAX and AWSHX are mutual funds. ANDAX has a lower 5-year return than AWSHX (9.59% vs 14.35%). ANDAX has a higher expense ratio than AWSHX (0.94% vs 0.58%). Below is the comparison between ANDAX and AWSHX.

ANDAX AWSHX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Virtus American Funds
Net Assets $36.30M $76.40B
Expense Ratio 0.94% 0.58%
Management Style active active
Dividend Yield 1.33% 1.47%
Minimum Investment $5,000.00 $1,000.00
YTD Return 21.56% 21.87%
1-Year Return 2.42% 2.85%
3-Year Return 11.13% 16.11%
5-Year Return 9.59% 14.35%
10-Year Return 11.26% 14.70%

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 21.56%
1-Month Return -1.29%
3-Month Return 2.42%
1-Year Return 2.42%
3-Year Return 11.13%
5-Year Return 9.59%
10-Year Return 11.26%
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%

Other relevant ANDAX comparisons

You may also want to check out the following ANDAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

AWSHX description

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

AWSHX performance & returns

YTD Return 21.87%
1-Month Return -0.58%
3-Month Return 2.85%
1-Year Return 2.85%
3-Year Return 16.11%
5-Year Return 14.35%
10-Year Return 14.70%
AWSHX expense ratio is 0.58%.

AWSHX holdings

Top 10 Holdings (30.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.95%
Broadcom Inc AVGO 4.74%
Comcast Corp Class A CMCSA 4.23%
UnitedHealth Group Inc UNH 3.26%
Johnson & Johnson JNJ 2.47%
Pfizer Inc PFE 2.25%
Marsh & McLennan Companies Inc MMC 2.12%
Intel Corp INTC 2.01%
Verizon Communications Inc VZ 2.00%
The Home Depot Inc HD 1.93%

Other relevant AWSHX comparisons

You may also want to check out the following AWSHX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.