Both AIVSX and AQQPX are mutual funds. Below is the comparison between AIVSX and AQQPX.
| AIVSX | AQQPX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Segment | U.S. Equity: Large Blend | U.S. Equity: Large Blend |
| Family | American Funds | American Beacon |
| Net Assets | $69.83B | N/A |
| Expense Ratio | 0.57% | N/A |
| Management Style | active | active |
| Dividend Yield | 1.38% | N/A |
| Minimum Investment | $1,000.00 | $3,000.00 |
| YTD Return | -15.89% | -14.05% |
| 1-Year Return | -8.52% | -11.94% |
| 3-Year Return | 10.53% | 6.09% |
| 5-Year Return | 9.53% | N/A |
| 10-Year Return | 12.20% | N/A |
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 | -15.89% |
| 1-Month Return | -10.42% |
| 3-Month Return | -8.52% |
| 1-Year Return | -8.52% |
| 3-Year Return | 10.53% |
| 5-Year Return | 9.53% |
| 10-Year Return | 12.20% |
AIVSX holdings
Top 10 Holdings (39.11% of Total Assets)
AIVSX pros
None that we could think of.AIVSX cons
The following are AIVSX weaknesses from our perspective:
- AIVSX 3-year return is 10.53%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
- AIVSX 5-year return is 9.53%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
- AIVSX 10-year return is 12.2%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
- AIVSX 15-year return is 7.33%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
- 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 0.24%, 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.
Other relevant AIVSX comparisons
You may also want to check out the following AIVSX comparisons that investors often look for on Finny
- AIVSX vs VSMPX
- AIVSX vs VFIAX
- AIVSX vs VTSAX
- AIVSX vs VIIIX
- AIVSX vs VINIX
- AIVSX vs VFFSX
- AIVSX vs VITSX
- AIVSX vs SWPPX
- AIVSX vs ANCFX
- AIVSX vs VDIGX
AQQPX
AQQPX description
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AQQPX performance & returns
| YTD Return | -14.05% |
| 1-Month Return | 5.98% |
| 3-Month Return | -11.94% |
| 1-Year Return | -11.94% |
| 3-Year Return | 6.09% |
| 5-Year Return | N/A |
| 10-Year Return | N/A |
AQQPX holdings
Top 10 Holdings (41.31% of Total Assets)
AQQPX pros
The following are AQQPX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
AQQPX cons
The following are AQQPX weaknesses from our perspective:
- AQQPX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant AQQPX comparisons
You may also want to check out the following AQQPX comparisons that investors often look for on Finny
- AQQPX vs VSMPX
- AQQPX vs VFIAX
- AQQPX vs VTSAX
- AQQPX vs VIIIX
- AQQPX vs VINIX
- AQQPX vs VFFSX
- AQQPX vs VITSX
- AQQPX vs AIVSX
- AQQPX vs SWPPX
- AQQPX vs ANCFX