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BHBFX vs AMRMX

Both AMRMX and BHBFX are mutual funds. AMRMX has a lower 5-year return than BHBFX (11.61% vs 13.47%). AMRMX has a lower expense ratio than BHBFX (0.6% vs 0.93%). Below is the comparison between AMRMX and BHBFX.

AMRMX BHBFX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Madison Funds
Net Assets $33.88B $212.70M
Expense Ratio 0.60% 0.93%
Management Style active active
Dividend Yield 1.71% 1.35%
Minimum Investment $1,000.00 $3,000.00
YTD Return 14.90% 14.86%
1-Year Return 3.04% 4.42%
3-Year Return 11.53% 13.89%
5-Year Return 11.61% 13.47%
10-Year Return 11.86% 12.43%

AMRMX description

The Fund seeks current income, growth of capital and conservation of principal. The Fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable in the United States and Canada.

AMRMX performance & returns

YTD Return 14.90%
1-Month Return 1.36%
3-Month Return 3.04%
1-Year Return 3.04%
3-Year Return 11.53%
5-Year Return 11.61%
10-Year Return 11.86%
AMRMX expense ratio is 0.6%.

AMRMX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.30%
Comcast Corp Class A CMCSA 3.09%
Gilead Sciences Inc GILD 2.98%
Amgen Inc AMGN 2.64%
UnitedHealth Group Inc UNH 2.28%
The Home Depot Inc HD 2.15%
Abbott Laboratories ABT 2.14%
Procter & Gamble Co PG 1.95%
Verizon Communications Inc VZ 1.75%
Apple Inc AAPL 1.72%

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BHBFX description

The Fund seeks to produce current income while providing an opportunity for capital appreciation. Under normal market conditions, at least 80% of the funds net assets will be invested in dividend paying equity securities. The fund may also invest up to 25% of its common stock allocation in foreign securities.

BHBFX performance & returns

YTD Return 14.86%
1-Month Return 2.03%
3-Month Return 4.42%
1-Year Return 4.42%
3-Year Return 13.89%
5-Year Return 13.47%
10-Year Return 12.43%
BHBFX expense ratio is 0.93%.

BHBFX holdings

Top 10 Holdings (35.55% of Total Assets)

Name Symbol % Assets
The Home Depot Inc HD 4.39%
Verizon Communications Inc VZ 4.08%
Johnson & Johnson JNJ 3.78%
Comcast Corp Class A CMCSA 3.76%
BlackRock Inc BLK 3.61%
Caterpillar Inc CAT 3.35%
Bristol-Myers Squibb Company BMY 3.25%
NextEra Energy Inc NEE 3.15%
McDonald's Corp MCD 3.15%
Texas Instruments Inc TXN 3.03%

Other relevant BHBFX comparisons

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Or use Finny Compare Wizard 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.
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