AWSHX vs DHLRX

Both AWSHX and DHLRX are mutual funds. AWSHX has a higher 5-year return than DHLRX (11.28% vs 10.17%). AWSHX has a lower expense ratio than DHLRX (0.57% vs 0.67%). Below is the comparison between AWSHX and DHLRX.

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AWSHX DHLRX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds Diamond Hill Funds
Net Assets $75.29B $6.61B
Expense Ratio 0.57% 0.67%
Management Style active active
30-Day Yield 1.23% 1.00%
Minimum Investment $250 $2,500
YTD Return -12.08% -15.44%
1-Year Return -7.07% -11.88%
3-Year Return 9.05% 7.16%
5-Year Return 11.28% 10.17%
10-Year Return 11.60% 11.33%

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 -12.08%
1-Month Return 6.58%
3-Month Return -2.26%
1-Year Return -7.07%
3-Year Return 9.05%
5-Year Return 11.28%
10-Year Return 11.60%
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

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX 3-year return is 9.05%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AWSHX 5-year return is 11.28%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AWSHX 10-year return is 11.6%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  • 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.

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DHLRX

DHLRX description

The Fund seeks to provide long-term capital appreciation by investing in common stocks that the Fund's adviser believes are undervalued. The Fund normally invests at least 80% of its assets in large capitalization companies, defined as those companies with a market capitalization of $5 billion or more.

DHLRX performance & returns

YTD Return -15.44%
1-Month Return 7.36%
3-Month Return -2.46%
1-Year Return -11.88%
3-Year Return 7.16%
5-Year Return 10.17%
10-Year Return 11.33%
DHLRX expense ratio is 0.67%.

DHLRX holdings

Top 10 Holdings (30.80% of Total Assets)

Name Symbol % Assets
American International Group Inc AIG 4.49%
Abbott Laboratories ABT 3.55%
Chevron Corp CVX 3.04%
Berkshire Hathaway Inc Class B BRK.B 2.98%
PepsiCo Inc PEP 2.97%
Bank of America Corp BAC 2.94%
KKR & Co Inc Ordinary Shares KKR 2.90%
Mondelez International Inc Class A MDLZ 2.79%
The Walt Disney Co DIS 2.64%
Truist Financial Corp TFC 2.50%

DHLRX pros

The following are DHLRX strengths from our perspective:

  • DHLRX 10-year return is 11.33%, which is higher than the 10-year return of the benchmark index (Russell 1000 TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

DHLRX cons

The following are DHLRX weaknesses from our perspective:

  • DHLRX 3-year return is 7.16%, which is lower than the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
  • DHLRX 5-year return is 10.17%, which is lower than the 5-year return of the benchmark index (Russell 1000 TR USD), 12.07%.
  • DHLRX expense ratio is 0.67%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DHLRX comparisons

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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.