CBEAX vs AWSHX

Both AWSHX and CBEAX are mutual funds. AWSHX has a higher 5-year return than CBEAX (15.48% vs 14.09%). AWSHX has a lower expense ratio than CBEAX (0.58% vs 1.07%). Below is the comparison between AWSHX and CBEAX.

AWSHX CBEAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Wells Fargo Funds
Net Assets $71.79B $99.60M
Expense Ratio 0.58% 1.07%
Management Style active active
Dividend Yield 1.57% 0.65%
Minimum Investment $1,000.00 $3,000.00
YTD Return 22.12% 22.35%
1-Year Return 5.34% 5.40%
3-Year Return 16.09% 16.39%
5-Year Return 15.48% 14.09%
10-Year Return 13.99% 12.92%

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 expense ratio is 0.58%.

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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CBEAX description

The Fund seeks long-term total return by investing in common stock of large-capitalization companies with market capitalization of $1 billion or more. The fund seeks total return by targeting companies that it believes are undervalued, possess strong financial positions and have the capability of earning growth.

CBEAX performance & returns

YTD Return 22.35%
1-Month Return 5.97%
3-Month Return 5.40%
1-Year Return 5.40%
3-Year Return 16.39%
5-Year Return 14.09%
10-Year Return 12.92%
CBEAX expense ratio is 1.07%.

CBEAX holdings

Top 10 Holdings (30.58% of Total Assets)

Name Symbol % Assets
Wells Fargo Government MMkt Select WFFXX 3.92%
Arrow Electronics Inc ARW 3.43%
Charles Schwab Corp SCHW 3.24%
Chubb Ltd CB 3.09%
Synchrony Financial SYF 3.05%
Johnson & Johnson JNJ 3.02%
Brookfield Asset Management Inc Class A BAM.A.TO 2.95%
Eaton Corp PLC ETN 2.65%
State Street Corporation STT 2.63%
Whirlpool Corp WHR 2.60%

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