AWSHX vs SFLNX

Both AWSHX and SFLNX are mutual funds. AWSHX has a lower 5-year return than SFLNX (8.66% vs 9.56%). AWSHX has a higher expense ratio than SFLNX (0.57% vs 0.25%). Below is the comparison between AWSHX and SFLNX.

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AWSHX SFLNX
Security Type Mutual fund Mutual fund
Finny Score 0 75
Category Large Value Large Value
Family American Funds Schwab Funds
Net Assets $75.29B $6.66B
Expense Ratio 0.57% 0.25%
Management Style active passive (index-based)
30-Day Yield 1.23% 1.85%
Minimum Investment $250 $1,000
YTD Return 6.32% 7.45%
1-Year Return 13.68% 14.20%
3-Year Return 12.25% 16.14%
5-Year Return 8.66% 9.56%
10-Year Return 10.39% 10.72%

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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SFLNX

SFLNX description

The Fund seeks investment results that correspond generally to the FTSE RAFI US 1000 Index. The Fund will invest at least 90% of its net assets in stocks included in the Index.

SFLNX performance & returns
YTD Return 7.45%
1-Month Return -0.84%
3-Month Return 0.67%
1-Year Return 14.20%
3-Year Return 16.14%
5-Year Return 9.56%
10-Year Return 10.72%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (19.93% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.54%
Microsoft Corp MSFT 2.65%
Meta Platforms Inc Class A META 1.97%
JPMorgan Chase & Co JPM 1.93%
Exxon Mobil Corp XOM 1.91%
Berkshire Hathaway Inc Class B BRK.B 1.65%
Intel Corp INTC 1.45%
Amazon.com Inc AMZN 1.30%
Walmart Inc WMT 1.26%
Alphabet Inc Class A GOOGL 1.26%

SFLNX pros

The following are SFLNX strengths from our perspective:

  • SFLNX 3-year return is 15.7%, which is higher than the 3-year return of the benchmark index (Russell RAFI US LC TR USD), 11.93%.
  • SFLNX 10-year return is 11.07%, which is higher than the 10-year return of the benchmark index (Russell RAFI US LC TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SFLNX cons

The following are SFLNX weaknesses from our perspective:

  • SFLNX 5-year return is 10.28%, which is lower than the 5-year return of the benchmark index (Russell RAFI US LC TR USD), 12.07%.

Other relevant SFLNX comparisons

You may also want to check out the following SFLNX 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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