AWSHX vs DODGX

Both AWSHX and DODGX are mutual funds. AWSHX has a lower 5-year return than DODGX (13.57% vs 13.7%). AWSHX has a higher expense ratio than DODGX (0.58% vs 0.52%). Below is the comparison between AWSHX and DODGX.

AWSHX DODGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Dodge & Cox
Net Assets $79.43B $96.70B
Expense Ratio 0.58% 0.52%
Management Style active active
Dividend Yield 1.41% 1.25%
Minimum Investment $1,000.00 $2,500.00
YTD Return -5.77% -0.80%
1-Year Return -0.60% -0.66%
3-Year Return 15.81% 17.47%
5-Year Return 13.57% 13.70%
10-Year Return 13.21% 14.71%

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 -5.77%
1-Month Return -3.19%
3-Month Return -0.60%
1-Year Return -0.60%
3-Year Return 15.81%
5-Year Return 13.57%
10-Year Return 13.21%
AWSHX expense ratio is 0.58%.

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%

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DODGX description

The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.

DODGX performance & returns

YTD Return -0.80%
1-Month Return 0.79%
3-Month Return -0.66%
1-Year Return -0.66%
3-Year Return 17.47%
5-Year Return 13.70%
10-Year Return 14.71%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
FedEx Corp FDX 4.15%
Alphabet Inc Class C GOOG 3.62%
Capital One Financial Corp COF 3.59%
Comcast Corp Class A CMCSA 3.56%
Charles Schwab Corp SCHW 3.49%
HP Inc HPQ 3.16%
Bank of America Corp BAC 3.13%
Wells Fargo & Co WFC 3.07%
Microsoft Corp MSFT 3.00%
Charter Communications Inc A CHTR 2.94%

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