AWSHX vs AMRMX

Both AMRMX and AWSHX are mutual funds. AMRMX has a lower 5-year return than AWSHX (11.79% vs 13.79%). AMRMX has a higher expense ratio than AWSHX (0.59% vs 0.57%). Below is the comparison between AMRMX and AWSHX.

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AMRMX AWSHX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds American Funds
Net Assets $32.41B $75.29B
Expense Ratio 0.59% 0.57%
Management Style active active
30-Day Yield 1.35% 1.23%
Minimum Investment $250 $250
YTD Return 7.84% 8.52%
1-Year Return 38.13% 48.99%
3-Year Return 11.24% 13.06%
5-Year Return 11.79% 13.79%
10-Year Return 11.01% 12.42%

AMRMX

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 7.84%
1-Month Return 6.43%
3-Month Return 7.84%
1-Year Return 38.13%
3-Year Return 11.24%
5-Year Return 11.79%
10-Year Return 11.01%
AMRMX expense ratio is 0.59%.

AMRMX holdings

Top 10 Holdings (24.69% of Total Assets)

Name Symbol % Assets
MSFT MSFT 3.96%
CMCSA CMCSA 3.22%
GILD GILD 2.67%
AMGN AMGN 2.32%
LIN LIN 2.23%
JPM JPM 2.21%
HD HD 2.15%
ABT ABT 2.09%
PG PG 1.95%
UNH UNH 1.89%

AMRMX pros

None that we could think of.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX expense ratio is 0.59%, 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 0.250186805%, 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 AMRMX 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 8.52%
1-Month Return 5.43%
3-Month Return 8.52%
1-Year Return 48.99%
3-Year Return 13.06%
5-Year Return 13.79%
10-Year Return 12.42%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (35.11% of Total Assets)

Name Symbol % Assets
MSFT MSFT 5.28%
AVGO AVGO 5.13%
HD HD 4.66%
CMCSA CMCSA 4.52%
UNH UNH 3.33%
BA BA 2.71%
MRK MRK 2.56%
JNJ JNJ 2.38%
KO KO 2.30%
LMT LMT 2.23%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • 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.