AWSHX vs ABLYX

Both ABLYX and AWSHX are mutual funds. ABLYX has a lower 5-year return than AWSHX (10.51% vs 11.74%). ABLYX has a higher expense ratio than AWSHX (0.69% vs 0.57%). Below is the comparison between ABLYX and AWSHX.

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ABLYX AWSHX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Beacon American Funds
Net Assets $240.12M $75.29B
Expense Ratio 0.69% 0.57%
Management Style active active
30-Day Yield 1.45% 1.23%
Minimum Investment $100,000 $250
YTD Return -6.37% -8.64%
1-Year Return -0.94% 0.13%
3-Year Return 9.91% 10.55%
5-Year Return 10.51% 11.74%
10-Year Return 11.07% 12.18%

ABLYX

ABLYX description

The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.

ABLYX performance & returns

YTD Return -6.37%
1-Month Return 6.17%
3-Month Return 0.81%
1-Year Return -0.94%
3-Year Return 9.91%
5-Year Return 10.51%
10-Year Return 11.07%
ABLYX expense ratio is 0.69%.

ABLYX holdings

Top 10 Holdings (23.87% of Total Assets)

Name Symbol % Assets
Future on S&P 500 Jun21 N/A 3.09%
State Street Instl US Govt MMkt Slct GVSXX 3.03%
Citigroup Inc C 2.84%
Wells Fargo & Co WFC 2.52%
American International Group Inc AIG 2.36%
JPMorgan Chase & Co JPM 2.30%
Comcast Corp Class A CMCSA 2.26%
Anthem Inc ANTM 1.99%
Goldman Sachs Group Inc GS 1.95%
Hess Corp HES 1.53%

ABLYX pros

The following are ABLYX strengths from our perspective:

  • ABLYX 10-year return is 11.07%, which is higher than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ABLYX cons

The following are ABLYX weaknesses from our perspective:

  • ABLYX net assets are $240.12 million. This fund is not a popular choice with retail investors.
  • ABLYX 3-year return is 9.91%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • ABLYX 5-year return is 10.51%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • ABLYX expense ratio is 0.69%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ABLYX comparisons

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AWSHX

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 -8.64%
1-Month Return 4.51%
3-Month Return -0.82%
1-Year Return 0.13%
3-Year Return 10.55%
5-Year Return 11.74%
10-Year Return 12.18%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (30.63% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.85%
Broadcom Inc AVGO 5.02%
Comcast Corp Class A CMCSA 4.26%
UnitedHealth Group Inc UNH 3.35%
BlackRock Inc BLK 2.25%
JPMorgan Chase & Co JPM 2.21%
Marsh & McLennan Companies Inc MMC 2.09%
The Home Depot Inc HD 1.97%
CVS Health Corp CVS 1.87%
Pfizer Inc PFE 1.76%

AWSHX pros

The following are AWSHX strengths from our perspective:

  • AWSHX 10-year return is 12.18%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX 3-year return is 10.55%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AWSHX 5-year return is 11.74%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AWSHX 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 0.2486611073%, 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 AWSHX comparisons

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

Or use Finny's Comparison Tool 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.