Both AMRMX and AWSHX are mutual funds. AMRMX has a lower 5-year return than AWSHX (13.05% vs 15.48%). AMRMX has a higher expense ratio than AWSHX (0.6% vs 0.58%). Below is the comparison between AMRMX and AWSHX.
| AMRMX | AWSHX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Segment | U.S. Equity: Large Value | U.S. Equity: Large Value |
| Family | American Funds | American Funds |
| Net Assets | $33.69B | $71.79B |
| Expense Ratio | 0.60% | 0.58% |
| Management Style | active | active |
| Dividend Yield | 1.72% | 1.57% |
| Minimum Investment | $1,000.00 | $1,000.00 |
| YTD Return | 19.72% | 22.12% |
| 1-Year Return | 5.12% | 5.34% |
| 3-Year Return | 13.29% | 16.09% |
| 5-Year Return | 13.05% | 15.48% |
| 10-Year Return | 12.48% | 13.99% |
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 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% |
Other relevant AMRMX comparisons
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- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs VWNAX
- AMRMX vs VEIRX
- AMRMX vs VVIAX
- AMRMX vs VWNEX
- AMRMX vs GSFTX
- AMRMX vs VIVIX
- AMRMX vs PRFDX
- AMRMX vs VWNFX
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 | 22.12% |
| 1-Month Return | 5.11% |
| 3-Month Return | 5.34% |
| 1-Year Return | 5.34% |
| 3-Year Return | 16.09% |
| 5-Year Return | 15.48% |
| 10-Year Return | 13.99% |
AWSHX holdings
Top 10 Holdings (30.96% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 5.95% |
| Broadcom Inc | AVGO | 4.74% |
| Comcast Corp Class A | CMCSA | 4.23% |
| UnitedHealth Group Inc | UNH | 3.26% |
| Johnson & Johnson | JNJ | 2.47% |
| Pfizer Inc | PFE | 2.25% |
| Marsh & McLennan Companies Inc | MMC | 2.12% |
| Intel Corp | INTC | 2.01% |
| Verizon Communications Inc | VZ | 2.00% |
| The Home Depot Inc | HD | 1.93% |
Other relevant AWSHX comparisons
You may also want to check out the following AWSHX comparisons that investors often look for on Finny
- AWSHX vs AIVSX
- AWSHX vs DODGX
- AWSHX vs VWNAX
- AWSHX vs VEIRX
- AWSHX vs AMRMX
- AWSHX vs VVIAX
- AWSHX vs VWNEX
- AWSHX vs GSFTX
- AWSHX vs VIVIX
- AWSHX vs PRFDX
- AWSHX vs VWNFX
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.