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.
| 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 holdings
Top 10 Holdings (24.69% of Total Assets)
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
You may also want to check out the following AMRMX comparisons that investors often look for on Finny
- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs GSFTX
- AMRMX vs MADVX
- AMRMX vs PRFDX
- AMRMX vs NBPIX
- AMRMX vs SFLNX
- AMRMX vs DHLRX
- AMRMX vs FEQIX
- AMRMX vs DSEEX
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 holdings
Top 10 Holdings (35.11% of Total Assets)
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
- AWSHX vs DODGX
- AWSHX vs AMRMX
- AWSHX vs GSFTX
- AWSHX vs MADVX
- AWSHX vs PRFDX
- AWSHX vs NBPIX
- AWSHX vs SFLNX
- AWSHX vs DHLRX
- AWSHX vs FEQIX
- AWSHX vs DSEEX