AQDYX vs AMRMX

Both AMRMX and AQDYX are mutual funds. Below is the comparison between AMRMX and AQDYX.

AMRMX AQDYX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds American Beacon
Net Assets $33.69B N/A
Expense Ratio 0.60% N/A
Management Style active active
Dividend Yield 1.72% N/A
Minimum Investment $1,000.00 $100,000.00
YTD Return 19.72% -17.83%
1-Year Return 5.12% -15.36%
3-Year Return 13.29% 2.88%
5-Year Return 13.05% N/A
10-Year Return 12.48% N/A

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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AQDYX description

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AQDYX performance & returns

YTD Return -17.83%
1-Month Return 5.40%
3-Month Return -15.36%
1-Year Return -15.36%
3-Year Return 2.88%
5-Year Return N/A
10-Year Return N/A
AQDYX expense ratio is N/A.

AQDYX holdings

Top 10 Holdings (37.81% of Total Assets)

Name Symbol % Assets
Quest Diagnostics Inc DGX 4.41%
Cummins Inc CMI 4.40%
Caterpillar Inc CAT 4.32%
Cisco Systems Inc CSCO 4.16%
Texas Instruments Inc TXN 3.95%
United Parcel Service Inc Class B UPS 3.87%
Johnson & Johnson JNJ 3.29%
Verizon Communications Inc VZ 3.18%
Duke Energy Corp DUK 3.12%
Pinnacle West Capital Corp PNW 3.11%

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