Both AWSHX and VWNFX are mutual funds. AWSHX has a lower 5-year return than VWNFX (15.48% vs 16.2%). AWSHX has a higher expense ratio than VWNFX (0.58% vs 0.34%). Below is the comparison between AWSHX and VWNFX.
| AWSHX | VWNFX | |
|---|---|---|
| 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 | $13.00B |
| Expense Ratio | 0.58% | 0.34% |
| Management Style | active | active |
| Dividend Yield | 1.57% | 1.13% |
| Minimum Investment | $1,000.00 | $3,000.00 |
| YTD Return | 22.12% | 25.82% |
| 1-Year Return | 5.34% | 5.40% |
| 3-Year Return | 16.09% | 18.94% |
| 5-Year Return | 15.48% | 16.20% |
| 10-Year Return | 13.99% | 14.27% |
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 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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VWNFX 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.
VWNFX performance & returns
| YTD Return | 25.82% |
| 1-Month Return | 4.55% |
| 3-Month Return | 5.40% |
| 1-Year Return | 5.40% |
| 3-Year Return | 18.94% |
| 5-Year Return | 16.20% |
| 10-Year Return | 14.27% |
VWNFX 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% |
Other relevant VWNFX comparisons
You may also want to check out the following VWNFX comparisons that investors often look for on Finny
- VWNFX vs VEIPX
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- VWNFX vs PRFDX
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.