BUFBX vs AMECX

Both AMECX and BUFBX are mutual funds. AMECX has a lower 5-year return than BUFBX (9.44% vs 9.81%). AMECX has a lower expense ratio than BUFBX (0.56% vs 1.01%). Below is the comparison between AMECX and BUFBX.

AMECX BUFBX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--70% to 85% Equity U.S. Balanced: Allocation--70% to 85% Equity
Family American Funds Buffalo
Net Assets $80.86B $275.80M
Expense Ratio 0.56% 1.01%
Management Style active active
Dividend Yield 2.97% 1.82%
Minimum Investment $1,000.00 $3,000.00
YTD Return 13.76% 23.20%
1-Year Return 2.87% 6.06%
3-Year Return 11.13% 9.36%
5-Year Return 9.44% 9.81%
10-Year Return 9.40% 8.31%

AMECX description

The Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds investments in equity, debt and cash or money market instruments may vary substantially depending on various factors.

AMECX performance & returns

YTD Return 13.76%
1-Month Return 2.62%
3-Month Return 2.87%
1-Year Return 2.87%
3-Year Return 11.13%
5-Year Return 9.44%
10-Year Return 9.40%
AMECX expense ratio is 0.56%.

AMECX holdings

Top 10 Holdings (26.48% of Total Assets)

Name Symbol % Assets
Capital Group Central Cash Fund N/A 9.14%
Microsoft Corp MSFT 2.33%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 1.96%
Pfizer Inc PFE 1.94%
JPMorgan Chase & Co JPM 1.93%
Philip Morris International Inc PM 1.90%
Federal National Mortgage Association 1.5% N/A 1.90%
Federal National Mortgage Association 2.5% N/A 1.82%
Verizon Communications Inc VZ 1.79%
Broadcom Inc AVGO 1.77%

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BUFBX description

The Fund seeks generation of high current income and, as a secondary objective, the long-term growth of capital. The Flexible Income Fund invests in both debt and equity securities, which can include common stocks, convertible bonds, convertible preferred stocks, and corporate fixed income securities.

BUFBX performance & returns

YTD Return 23.20%
1-Month Return 5.24%
3-Month Return 6.06%
1-Year Return 6.06%
3-Year Return 9.36%
5-Year Return 9.81%
10-Year Return 8.31%
BUFBX expense ratio is 1.01%.

BUFBX holdings

Top 10 Holdings (34.31% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.25%
Intel Corp INTC 3.66%
Johnson & Johnson JNJ 3.32%
Procter & Gamble Co PG 3.25%
Chevron Corp CVX 3.04%
Eli Lilly and Co LLY 2.79%
Waste Management Inc WM 2.76%
Digital Realty Trust Inc DLR 2.75%
Costco Wholesale Corp COST 2.75%
Clorox Co CLX 2.74%

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