AWSHX vs PRFDX

Both AWSHX and PRFDX are mutual funds. AWSHX has a higher 5-year return than PRFDX (15.48% vs 12.55%). AWSHX has a lower expense ratio than PRFDX (0.58% vs 0.65%). Below is the comparison between AWSHX and PRFDX.

AWSHX PRFDX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds T. Rowe Price
Net Assets $71.79B $14.08B
Expense Ratio 0.58% 0.65%
Management Style active active
Dividend Yield 1.57% 1.77%
Minimum Investment $1,000.00 $2,500.00
YTD Return 22.12% 23.45%
1-Year Return 5.34% 5.54%
3-Year Return 16.09% 13.25%
5-Year Return 15.48% 12.55%
10-Year Return 13.99% 11.98%

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 22.12%
1-Month Return 5.11%
3-Month Return 5.34%
1-Year Return 5.34%
3-Year Return 16.09%
5-Year Return 15.48%
10-Year Return 13.99%
AWSHX expense ratio is 0.58%.

AWSHX holdings

Top 10 Holdings (30.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.95%
Broadcom Inc AVGO 4.74%
Comcast Corp Class A CMCSA 4.23%
UnitedHealth Group Inc UNH 3.26%
Johnson & Johnson JNJ 2.47%
Pfizer Inc PFE 2.25%
Marsh & McLennan Companies Inc MMC 2.12%
Intel Corp INTC 2.01%
Verizon Communications Inc VZ 2.00%
The Home Depot Inc HD 1.93%

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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 23.45%
1-Month Return 5.39%
3-Month Return 5.54%
1-Year Return 5.54%
3-Year Return 13.25%
5-Year Return 12.55%
10-Year Return 11.98%
PRFDX expense ratio is 0.65%.

PRFDX holdings

Top 10 Holdings (23.68% of Total Assets)

Name Symbol % Assets
Qualcomm Inc QCOM 3.49%
Southern Co SO 2.80%
United Parcel Service Inc Class B UPS 2.76%
Wells Fargo & Co WFC 2.54%
DuPont de Nemours Inc DD 2.29%
Chubb Ltd CB 2.07%
Philip Morris International Inc PM 2.02%
Morgan Stanley MS 1.91%
Weyerhaeuser Co WY 1.90%
Comcast Corp Class A CMCSA 1.90%

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