CGRWX vs AWSHX

Both AWSHX and CGRWX are mutual funds. AWSHX has a higher 5-year return than CGRWX (15.48% vs 12.7%). AWSHX has a lower expense ratio than CGRWX (0.58% vs 0.93%). Below is the comparison between AWSHX and CGRWX.

AWSHX CGRWX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Invesco
Net Assets $71.79B $520.30M
Expense Ratio 0.58% 0.93%
Management Style active active
Dividend Yield 1.57% 1.98%
Minimum Investment $1,000.00 $3,000.00
YTD Return 22.12% 30.34%
1-Year Return 5.34% 7.33%
3-Year Return 16.09% 14.51%
5-Year Return 15.48% 12.70%
10-Year Return 13.99% 11.71%

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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CGRWX description

The Fund seeks long-term growth of capital and current income by investing in common stocks with low price-earnings ratios and better-than-anticipated earnings. Realization of current income is a secondary consideration. The Fund invests mainly in common stocks of companies that are undervalued.

CGRWX performance & returns

YTD Return 30.34%
1-Month Return 7.78%
3-Month Return 7.33%
1-Year Return 7.33%
3-Year Return 14.51%
5-Year Return 12.70%
10-Year Return 11.71%
CGRWX expense ratio is 0.93%.

CGRWX holdings

Top 10 Holdings (46.22% of Total Assets)

Name Symbol % Assets
Citigroup Inc C 6.18%
Philip Morris International Inc PM 5.69%
FedEx Corp FDX 5.25%
AT&T Inc T 4.76%
Caterpillar Inc CAT 4.25%
Qualcomm Inc QCOM 4.16%
General Motors Co GM 4.13%
Anthem Inc ANTM 4.08%
NXP Semiconductors NV NXPI 3.95%
Goldman Sachs Group Inc GS 3.77%

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