AWSHX vs DODGX

Both AWSHX and DODGX are mutual funds. AWSHX has a higher expense ratio than DODGX (0.57% vs 0.52%). Below is the comparison between AWSHX and DODGX.

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AWSHX DODGX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds Dodge & Cox
Net Assets $75.29B $85.09B
Expense Ratio 0.57% 0.52%
Management Style active active
30-Day Yield 1.23% 1.35%
Minimum Investment $250 $2,500
YTD Return -12.08% N/A
1-Year Return -7.07% N/A
3-Year Return 9.05% N/A
5-Year Return 11.28% N/A
10-Year Return 11.60% N/A

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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DODGX

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 N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (32.34% of Total Assets)

Name Symbol % Assets
Wells Fargo & Co WFC 4.26%
Charles Schwab Corp SCHW 4.20%
Alphabet Inc Class C GOOG 3.77%
Sanofi SA ADR SNY.PA 3.36%
Capital One Financial Corp COF 3.20%
FedEx Corp FDX 2.79%
Johnson Controls International PLC JCI 2.74%
GlaxoSmithKline PLC ADR GSK.L 2.70%
HP Inc HPQ 2.70%
Cigna Corp CI 2.62%

DODGX pros

The following are DODGX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

DODGX cons

The following are DODGX weaknesses from our perspective:

  • DODGX expense ratio is 0.52%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DODGX comparisons

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