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.
Other relevant AWSHX comparisons
You may also want to check out the following AWSHX comparisons that investors often look for on Finny
- AWSHX vs AMRMX
- AWSHX vs ACSTX
- AWSHX vs ACGIX
- AWSHX vs AADEX
- AWSHX vs ABCYX
- AWSHX vs AAGPX
- AWSHX vs ABCIX
- AWSHX vs ABLYX
- AWSHX vs ACSYX
- AWSHX vs ACUIX
Or use Finny's Comparison Tool to create a comparison you'd like to see.
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)
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
- VWNFX vs VEIPX
- VWNFX vs AMRMX
- VWNFX vs ACSTX
- VWNFX vs ACGIX
- VWNFX vs AADEX
- VWNFX vs ABCYX
- VWNFX vs AAGPX
- VWNFX vs ABCIX
- VWNFX vs ABLYX
- VWNFX vs ACSYX
- VWNFX vs ACUIX
Or use Finny's Comparison Tool to create a comparison you'd like to see.