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.
| AMRMX | DODGX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | American Funds | Dodge & Cox |
| Net Assets | $32.41B | $85.09B |
| Expense Ratio | 0.59% | 0.52% |
| Management Style | active | active |
| 30-Day Yield | 1.35% | 1.35% |
| Minimum Investment | $250 | $2,500 |
| YTD Return | 7.84% | 15.86% |
| 1-Year Return | 38.13% | 75.26% |
| 3-Year Return | 11.24% | 13.59% |
| 5-Year Return | 11.79% | 15.86% |
| 10-Year Return | 11.01% | 12.96% |
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
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DODGX
DODGX description
The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.
DODGX performance & returns
| YTD Return | 15.86% |
| 1-Month Return | 6.02% |
| 3-Month Return | 15.86% |
| 1-Year Return | 75.26% |
| 3-Year Return | 13.59% |
| 5-Year Return | 15.86% |
| 10-Year Return | 12.96% |
DODGX holdings
Top 10 Holdings (35.16% of Total Assets)
DODGX pros
The following are DODGX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
DODGX cons
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 AMRMX
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- DODGX vs SFLNX
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