Both AWSHX and FEQIX are mutual funds. AWSHX has a lower 5-year return than FEQIX (11.28% vs 13.28%). AWSHX and FEQIX have the same expense ratio (0.57%). Below is the comparison between AWSHX and FEQIX.
|Security Type||Mutual fund||Mutual fund|
|Category||Large Value||Large Value|
|Family||American Funds||Fidelity Investments|
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
Top 10 Holdings (30.63% of Total Assets)
|Comcast Corp Class A||CMCSA||4.26%|
|UnitedHealth Group Inc||UNH||3.35%|
|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%|
AWSHX prosNone that we could think of.
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.
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
The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.
FEQIX performance & returns
Top 10 Holdings (23.16% of Total Assets)
|JPMorgan Chase & Co||JPM||3.68%|
|Bank of America Corp||BAC||3.03%|
|Wells Fargo & Co||WFC||2.41%|
|UnitedHealth Group Inc||UNH||2.40%|
|Johnson & Johnson||JNJ||2.08%|
|Exxon Mobil Corp||XOM||1.93%|
|Procter & Gamble Co||PG||1.82%|
|The Walt Disney Co||DIS||1.78%|
|Cisco Systems Inc||CSCO||1.76%|
The following are FEQIX strengths from our perspective:
- FEQIX 3-year return is 14.55%, which is higher than the 3-year return of the benchmark index (Russell 3000 Value TR USD), 11.93%.
- FEQIX 5-year return is 13.28%, which is higher than the 5-year return of the benchmark index (Russell 3000 Value TR USD), 12.07%.
- FEQIX 10-year return is 11.49%, which is higher than the 10-year return of the benchmark index (Russell 3000 Value TR USD), 10.95%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
The following are FEQIX weaknesses from our perspective:
- FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant FEQIX comparisons
You may also want to check out the following FEQIX comparisons that investors often look for on Finny
- FEQIX vs DODGX
- FEQIX vs AWSHX
- FEQIX vs AMRMX
- FEQIX vs GSFTX
- FEQIX vs MADVX
- FEQIX vs PRFDX
- FEQIX vs NBPIX
- FEQIX vs SFLNX
- FEQIX vs DHLRX
- FEQIX vs DSEEX