AQCPX vs AIVSX

Both AIVSX and AQCPX are mutual funds. Below is the comparison between AIVSX and AQCPX.

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	AIVSX	AQCPX
Security Type	Mutual fund	Mutual fund
Finny Score	0	N/A
Category	Large Blend	Large Blend
Family	American Funds	American Beacon
Net Assets	$75.76B	N/A
Expense Ratio	0.57%	N/A
Management Style	active	active
30-Day Yield	0.93%	N/A
Minimum Investment	$250	$3,000
YTD Return	10.08%	-18.65%
1-Year Return	6.92%	-12.78%
3-Year Return	12.64%	1.77%
5-Year Return	8.77%	0.00%
10-Year Return	10.39%	0.00%

AIVSX

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return	10.08%
1-Month Return	3.98%
3-Month Return	7.02%
1-Year Return	6.92%
3-Year Return	12.64%
5-Year Return	8.77%
10-Year Return	10.39%

AIVSX expense ratio is 0.57%.

AIVSX holdings

Top 10 Holdings (28.30% of Total Assets)

Name	Symbol	% Assets
Microsoft Corp	MSFT	7.07%
Broadcom Inc	AVGO	4.27%
General Electric Co	GE	3.98%
Meta Platforms Inc Class A	META	2.55%
Amazon.com Inc	AMZN	2.20%
British American Tobacco PLC	BATS	2.20%
Abbott Laboratories	ABT	2.07%
Comcast Corp Class A	CMCSA	1.99%
Apple Inc	AAPL	1.97%

AIVSX pros

None that we could think of.

AIVSX cons

The following are AIVSX weaknesses from our perspective:

AIVSX 3-year return is 13.32%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
AIVSX 5-year return is 8.63%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
AIVSX 10-year return is 10.22%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
AIVSX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.242875308%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

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AQCPX

AQCPX description

null

AQCPX performance & returns

YTD Return	-18.65%
1-Month Return	3.51%
3-Month Return	-15.79%
1-Year Return	-12.78%
3-Year Return	1.77%
5-Year Return	0.00%
10-Year Return	0.00%

AQCPX expense ratio is N/A.

AQCPX holdings

Top 10 Holdings (23.29% of Total Assets)

Name	Symbol	% Assets
NVR Inc	NVR	2.79%
Microsoft Corp	MSFT	2.77%
Cardinal Health Inc	CAH	2.30%
Clorox Co	CLX	2.27%
Apple Inc	AAPL	2.25%
Lam Research Corp	LRCX	2.19%
AmerisourceBergen Corp	ABC	2.19%
Intuit Inc	INTU	2.18%
HP Inc	HPQ	2.18%
PulteGroup Inc	PHM	2.17%

AQCPX pros

The following are AQCPX strengths from our perspective:

Good news: this fund does not have 12b1, front-end or back-end sales fees.

AQCPX cons

The following are AQCPX weaknesses from our perspective:

AQCPX net assets are $0.00 million. This fund is not a popular choice with retail investors.
AQCPX 3-year return is 1.77%, which is lower than the 3-year return of the benchmark index (null), 16.77%.

Other relevant AQCPX comparisons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.

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