Both AWSHX and PRFDX are mutual funds. AWSHX has a higher 5-year return than PRFDX (8.66% vs 6.23%). AWSHX has a lower expense ratio than PRFDX (0.57% vs 0.63%). Below is the comparison between AWSHX and PRFDX.
|Security Type||Mutual fund||Mutual fund|
|Category||Large Value||Large Value|
|Family||American Funds||T. Rowe Price|
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 (29.87% of Total Assets)
|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%|
AWSHX prosNone that we could think of.
The following are AWSHX weaknesses from our perspective:
- AWSHX 3-year return is 12.02%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
- AWSHX 5-year return is 9.4%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
- AWSHX 10-year return is 10.8%, 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 a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.
PRFDX performance & returns
Top 10 Holdings (23.72% of Total Assets)
|Wells Fargo & Co||WFC||2.92%|
|General Electric Co||GE||2.43%|
|American International Group Inc||AIG||2.27%|
|Elevance Health Inc||ELV||2.21%|
|Becton, Dickinson and Co||BDX||2.16%|
|Johnson & Johnson||JNJ||2.09%|
The following are PRFDX strengths from our perspective:
- PRFDX 3-year return is 13.77%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
The following are PRFDX weaknesses from our perspective:
- PRFDX 5-year return is 6.91%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
- PRFDX 10-year return is 8.16%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
- PRFDX expense ratio is 0.63%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant PRFDX comparisons
You may also want to check out the following PRFDX comparisons that investors often look for on Finny
- PRFDX vs DODGX
- PRFDX vs AWSHX
- PRFDX vs AMRMX
- PRFDX vs GSFTX
- PRFDX vs MADVX
- PRFDX vs NBPIX
- PRFDX vs SFLNX
- PRFDX vs DHLRX
- PRFDX vs FEQIX
- PRFDX vs DSEEX