DHLRX vs AMRMX

Both AMRMX and DHLRX are mutual funds. AMRMX has a lower 5-year return than DHLRX (11.79% vs 14.45%). AMRMX has a lower expense ratio than DHLRX (0.59% vs 0.67%). Below is the comparison between AMRMX and DHLRX.

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AMRMX DHLRX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds Diamond Hill Funds
Net Assets $32.41B $6.61B
Expense Ratio 0.59% 0.67%
Management Style active active
30-Day Yield 1.35% 1.00%
Minimum Investment $250 $2,500
YTD Return 7.84% 10.66%
1-Year Return 38.13% 64.77%
3-Year Return 11.24% 14.40%
5-Year Return 11.79% 14.45%
10-Year Return 11.01% 12.57%

AMRMX

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 7.84%
1-Month Return 6.43%
3-Month Return 7.84%
1-Year Return 38.13%
3-Year Return 11.24%
5-Year Return 11.79%
10-Year Return 11.01%
AMRMX expense ratio is 0.59%.

AMRMX holdings

Top 10 Holdings (24.69% of Total Assets)

Name Symbol % Assets
MSFT MSFT 3.96%
CMCSA CMCSA 3.22%
GILD GILD 2.67%
AMGN AMGN 2.32%
LIN LIN 2.23%
JPM JPM 2.21%
HD HD 2.15%
ABT ABT 2.09%
PG PG 1.95%
UNH UNH 1.89%

AMRMX pros

None that we could think of.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX expense ratio is 0.59%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.250186805%, 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 AMRMX comparisons

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DHLRX

DHLRX description

The Fund seeks to provide long-term capital appreciation by investing in common stocks that the Fund's adviser believes are undervalued. The Fund normally invests at least 80% of its assets in large capitalization companies, defined as those companies with a market capitalization of $5 billion or more.

DHLRX performance & returns

YTD Return 10.66%
1-Month Return 6.48%
3-Month Return 10.66%
1-Year Return 64.77%
3-Year Return 14.40%
5-Year Return 14.45%
10-Year Return 12.57%
DHLRX expense ratio is 0.67%.

DHLRX holdings

Top 10 Holdings (34.24% of Total Assets)

Name Symbol % Assets
GVMXX GVMXX 4.38%
AIG AIG 4.13%
ABT ABT 3.74%
GOOGL GOOGL 3.52%
BRK.B BRK.B 3.22%
BRK.B BRK.B 3.17%
MET MET 3.06%
BAC BAC 3.02%
DVN DVN 3.01%
MS MS 2.99%

DHLRX pros

The following are DHLRX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

DHLRX cons

The following are DHLRX weaknesses from our perspective:

  • DHLRX expense ratio is 0.67%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DHLRX comparisons

You may also want to check out the following DHLRX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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