AWSHX vs VWNFX

Both AWSHX and VWNFX are mutual funds. AWSHX has a higher 5-year return than VWNFX (11.74% vs 11.64%). 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 N/A N/A
Expense Ratio N/A N/A
Management Style active active
Dividend Yield N/A N/A
Minimum Investment $1,000.00 $3,000.00
YTD Return -8.64% -10.41%
1-Year Return 0.13% -4.74%
3-Year Return 10.55% 12.74%
5-Year Return 11.74% 11.64%
10-Year Return 12.18% 11.80%

AWSHX

AWSHX description

AWSHX performance & returns

YTD Return -8.64%
1-Month Return 4.51%
3-Month Return -0.82%
1-Year Return 0.13%
3-Year Return 10.55%
5-Year Return 11.74%
10-Year Return 12.18%
AWSHX expense ratio is N/A.

AWSHX holdings

Top 10 Holdings (30.63% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.85%
Broadcom Inc AVGO 5.02%
Comcast Corp Class A CMCSA 4.26%
UnitedHealth Group Inc UNH 3.35%
BlackRock Inc BLK 2.25%
JPMorgan Chase & Co JPM 2.21%
Marsh & McLennan Companies Inc MMC 2.09%
The Home Depot Inc HD 1.97%
CVS Health Corp CVS 1.87%
Pfizer Inc PFE 1.76%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.24%, 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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VWNFX

VWNFX description

VWNFX performance & returns

YTD Return -10.41%
1-Month Return 7.15%
3-Month Return 0.04%
1-Year Return -4.74%
3-Year Return 12.74%
5-Year Return 11.64%
10-Year Return 11.80%
VWNFX expense ratio is N/A.

VWNFX holdings

Top 10 Holdings (23.37% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.86%
Alphabet Inc A GOOGL 2.89%
Medtronic PLC MDT 2.44%
Johnson & Johnson JNJ 2.15%
Bank of America Corp BAC 2.05%
Wells Fargo & Co WFC 2.04%
Citigroup Inc C 1.91%
Apple Inc AAPL 1.81%
JPMorgan Chase & Co JPM 1.76%
UnitedHealth Group Inc UNH 1.46%

VWNFX pros

The following are VWNFX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VWNFX cons

The following are VWNFX weaknesses from our perspective:

  • VWNFX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VWNFX comparisons

You may also want to check out the following VWNFX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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.