AWSHX vs NBPIX

Both AWSHX and NBPIX are mutual funds. AWSHX has a lower 5-year return than NBPIX (8.66% vs 10.32%). AWSHX has a lower expense ratio than NBPIX (0.57% vs 0.62%). Below is the comparison between AWSHX and NBPIX.

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AWSHX NBPIX
Security Type Mutual fund Mutual fund
Finny Score 0 80
Category Large Value Large Value
Family American Funds Neuberger Berman
Net Assets $75.29B $7.53B
Expense Ratio 0.57% 0.62%
Management Style active active
30-Day Yield 1.23% 1.53%
Minimum Investment $250 $1,000,000
YTD Return 6.32% -2.65%
1-Year Return 13.68% 6.50%
3-Year Return 12.25% 16.68%
5-Year Return 8.66% 10.32%
10-Year Return 10.39% 10.39%

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 6.32%
1-Month Return -1.42%
3-Month Return 0.11%
1-Year Return 13.68%
3-Year Return 12.25%
5-Year Return 8.66%
10-Year Return 10.39%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (29.87% of Total Assets)

Name Symbol % Assets
Broadcom Inc AVGO 6.43%
Microsoft Corp MSFT 6.19%
UnitedHealth Group Inc UNH 3.24%
Comcast Corp Class A CMCSA 2.68%
Marsh & McLennan Companies Inc MMC 2.51%
Eli Lilly and Co LLY 1.98%
Northrop Grumman Corp NOC 1.80%
The Home Depot Inc HD 1.75%
Philip Morris International Inc PM 1.70%
Apple Inc AAPL 1.60%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX 3-year return is 12.25%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AWSHX 5-year return is 8.66%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AWSHX 10-year return is 10.39%, 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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NBPIX

NBPIX description

The Fund seeks capital growth by investing principally in common stocks of established medium-to-large capitalization companies, using a value-oriented investment approach.

NBPIX performance & returns
YTD Return -2.65%
1-Month Return -0.26%
3-Month Return -1.30%
1-Year Return 6.50%
3-Year Return 16.68%
5-Year Return 10.32%
10-Year Return 10.39%
NBPIX expense ratio is 0.62%.

NBPIX holdings

Top 10 Holdings (33.98% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.65%
Procter & Gamble Co PG 4.44%
Berkshire Hathaway Inc Class B BRK.B 3.97%
Merck & Co Inc MRK 3.53%
JPMorgan Chase & Co JPM 3.45%
Exxon Mobil Corp XOM 3.42%
Walmart Inc WMT 2.74%
Duke Energy Corp DUK 2.69%
Chevron Corp CVX 2.56%
Mondelez International Inc Class A MDLZ 2.52%

NBPIX pros

The following are NBPIX strengths from our perspective:

  • NBPIX 3-year return is 15.62%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • NBPIX 5-year return is 10.88%, which is in line with the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • NBPIX 10-year return is 10.66%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

NBPIX cons

The following are NBPIX weaknesses from our perspective:

  • NBPIX expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant NBPIX comparisons

You may also want to check out the following NBPIX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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