AWSHX vs VWNAX

Both AWSHX and VWNAX are mutual funds. AWSHX has a lower 5-year return than VWNAX (15.48% vs 16.29%). AWSHX has a higher expense ratio than VWNAX (0.58% vs 0.26%). Below is the comparison between AWSHX and VWNAX.

AWSHX VWNAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Vanguard
Net Assets $71.79B $44.25B
Expense Ratio 0.58% 0.26%
Management Style active active
Dividend Yield 1.57% 1.20%
Minimum Investment $1,000.00 $50,000.00
YTD Return 22.12% 25.91%
1-Year Return 5.34% 5.42%
3-Year Return 16.09% 19.04%
5-Year Return 15.48% 16.29%
10-Year Return 13.99% 14.36%

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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VWNAX description

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

VWNAX performance & returns

YTD Return 25.91%
1-Month Return 4.56%
3-Month Return 5.42%
1-Year Return 5.42%
3-Year Return 19.04%
5-Year Return 16.29%
10-Year Return 14.36%
VWNAX expense ratio is 0.26%.

VWNAX holdings

Top 10 Holdings (24.13% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.02%
Apple Inc AAPL 2.83%
Medtronic PLC MDT 2.65%
Alphabet Inc A GOOGL 2.54%
Danaher Corp DHR 1.87%
Johnson & Johnson JNJ 1.77%
Procter & Gamble Co PG 1.70%
Bank of America Corp BAC 1.68%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.54%
Intercontinental Exchange Inc ICE 1.53%

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