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.
| 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 holdings
Top 10 Holdings (24.69% of Total Assets)
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
You may also want to check out the following AMRMX comparisons that investors often look for on Finny
- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs GSFTX
- AMRMX vs MADVX
- AMRMX vs PRFDX
- AMRMX vs NBPIX
- AMRMX vs SFLNX
- AMRMX vs DHLRX
- AMRMX vs FEQIX
- AMRMX vs DSEEX
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 holdings
Top 10 Holdings (34.24% of Total Assets)
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
- DHLRX vs DODGX
- DHLRX vs AWSHX
- DHLRX vs AMRMX
- DHLRX vs GSFTX
- DHLRX vs MADVX
- DHLRX vs PRFDX
- DHLRX vs NBPIX
- DHLRX vs SFLNX
- DHLRX vs FEQIX
- DHLRX vs DSEEX