DODGX vs AMRMX

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.

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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 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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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 expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (35.16% of Total Assets)

Name Symbol % Assets
WFC WFC 4.21%
TWC TWC 4.15%
COF COF 3.97%
SCHW SCHW 3.83%
HPE HPE 3.49%
GOOG GOOG 3.24%
CMCSA CMCSA 3.19%
MET MET 3.09%
HPQ HPQ 3.01%
MSFT MSFT 3.00%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.