AWSHX vs VEIRX

Both AWSHX and VEIRX are mutual funds. AWSHX has a higher 5-year return than VEIRX (13.57% vs 12.18%). AWSHX has a higher expense ratio than VEIRX (0.58% vs 0.19%). Below is the comparison between AWSHX and VEIRX.

AWSHX VEIRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Vanguard
Net Assets $79.43B $47.18B
Expense Ratio 0.58% 0.19%
Management Style active active
Dividend Yield 1.41% 2.49%
Minimum Investment $1,000.00 $50,000.00
YTD Return -5.77% -1.89%
1-Year Return -0.60% 1.43%
3-Year Return 15.81% 14.84%
5-Year Return 13.57% 12.18%
10-Year Return 13.21% 12.66%

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 -5.77%
1-Month Return -3.19%
3-Month Return -0.60%
1-Year Return -0.60%
3-Year Return 15.81%
5-Year Return 13.57%
10-Year Return 13.21%
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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VEIRX description

The Fund seeks to provide an above-average level of current income and reasonable long-term capital appreciation. It invests in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the advisor, undervalued relative to similar stocks.

VEIRX performance & returns

YTD Return -1.89%
1-Month Return 0.68%
3-Month Return 1.43%
1-Year Return 1.43%
3-Year Return 14.84%
5-Year Return 12.18%
10-Year Return 12.66%
VEIRX expense ratio is 0.19%.

VEIRX holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.54%
Procter & Gamble Co PG 3.22%
JPMorgan Chase & Co JPM 3.08%
Verizon Communications Inc VZ 2.65%
Pfizer Inc PFE 2.59%
Comcast Corp Class A CMCSA 2.59%
Cisco Systems Inc CSCO 2.31%
Merck & Co Inc MRK 2.06%
Intel Corp INTC 2.00%
Progressive Corp PGR 1.82%

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