AWSHX vs PRFDX

Both AWSHX and PRFDX are mutual funds. AWSHX has a higher 5-year return than PRFDX (13.79% vs 12.21%). AWSHX has a lower expense ratio than PRFDX (0.57% vs 0.63%). Below is the comparison between AWSHX and PRFDX.

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AWSHX PRFDX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds T. Rowe Price
Net Assets $75.29B $9.25B
Expense Ratio 0.57% 0.63%
Management Style active active
30-Day Yield 1.23% 1.86%
Minimum Investment $250 $2,500
YTD Return 8.52% 13.38%
1-Year Return 48.99% 60.36%
3-Year Return 13.06% 10.50%
5-Year Return 13.79% 12.21%
10-Year Return 12.42% 10.11%

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 8.52%
1-Month Return 5.43%
3-Month Return 8.52%
1-Year Return 48.99%
3-Year Return 13.06%
5-Year Return 13.79%
10-Year Return 12.42%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (35.11% of Total Assets)

Name Symbol % Assets
MSFT MSFT 5.28%
AVGO AVGO 5.13%
HD HD 4.66%
CMCSA CMCSA 4.52%
UNH UNH 3.33%
BA BA 2.71%
MRK MRK 2.56%
JNJ JNJ 2.38%
KO KO 2.30%
LMT LMT 2.23%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • 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

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PRFDX

PRFDX description

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

YTD Return 13.38%
1-Month Return 6.72%
3-Month Return 13.38%
1-Year Return 60.36%
3-Year Return 10.50%
5-Year Return 12.21%
10-Year Return 10.11%
PRFDX expense ratio is 0.63%.

PRFDX holdings

Top 10 Holdings (25.32% of Total Assets)

Name Symbol % Assets
WFC WFC 3.32%
JPM JPM 3.10%
GE GE 2.90%
SO SO 2.50%
DD DD 2.50%
QCOM QCOM 2.39%
MET MET 2.22%
DWDP DWDP 2.14%
UPS UPS 2.13%
FP FP 2.13%

PRFDX pros

The following are PRFDX strengths from our perspective:

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

PRFDX cons

The following are PRFDX weaknesses from our perspective:

  • 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

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