Both AMRMX and DODGX are mutual funds. AMRMX has a lower 5-year return than DODGX (11.79% vs 15.86%). AMRMX has a higher expense ratio than DODGX (0.59% vs 0.52%). Below is the comparison between AMRMX and DODGX.
|Security Type||Mutual fund||Mutual fund|
|Category||Large Value||Large Value|
|Family||American Funds||Dodge & Cox|
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
Top 10 Holdings (24.69% of Total Assets)
AMRMX prosNone that we could think of.
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
The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.
DODGX performance & returns
Top 10 Holdings (35.16% of Total Assets)
The following are DODGX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
The following are DODGX weaknesses from our perspective:
- DODGX expense ratio is 0.52%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant DODGX comparisons
You may also want to check out the following DODGX comparisons that investors often look for on Finny
- DODGX vs VTV
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- DODGX vs SPY
- DODGX vs VOO
- DODGX vs VFIAX
- DODGX vs AWSHX
- DODGX vs AMRMX
- DODGX vs GSFTX
- DODGX vs MADVX
- DODGX vs PRFDX
- DODGX vs NBPIX
- DODGX vs SFLNX
- DODGX vs DHLRX
- DODGX vs FEQIX
- DODGX vs DSEEX