Both AWSHX and DODGX are mutual funds. AWSHX has a lower 5-year return than DODGX (13.79% vs 15.86%). AWSHX has a higher expense ratio than DODGX (0.57% vs 0.52%). Below is the comparison between AWSHX and DODGX.
AWSHX | DODGX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Category | Large Value | Large Value |
Family | American Funds | Dodge & Cox |
Net Assets | $75.29B | $85.09B |
Expense Ratio | 0.57% | 0.52% |
Management Style | active | active |
30-Day Yield | 1.23% | 1.35% |
Minimum Investment | $250 | $2,500 |
YTD Return | 8.52% | 15.86% |
1-Year Return | 48.99% | 75.26% |
3-Year Return | 13.06% | 13.59% |
5-Year Return | 13.79% | 15.86% |
10-Year Return | 12.42% | 12.96% |
AWSHX
AWSHX description
The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.
AWSHX performance & returns
YTD Return | 8.52% |
1-Month Return | 5.43% |
3-Month Return | 8.52% |
1-Year Return | 48.99% |
3-Year Return | 13.06% |
5-Year Return | 13.79% |
10-Year Return | 12.42% |
AWSHX holdings
Top 10 Holdings (35.11% of Total Assets)
AWSHX pros
None that we could think of.AWSHX cons
The following are AWSHX weaknesses from our perspective:
- AWSHX expense ratio is 0.57%, 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 0.2486611073%, 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 AWSHX comparisons
You may also want to check out the following AWSHX comparisons that investors often look for on Finny
- AWSHX vs DODGX
- AWSHX vs AMRMX
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- AWSHX vs MADVX
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- AWSHX vs NBPIX
- AWSHX vs SFLNX
- AWSHX vs DHLRX
- AWSHX vs FEQIX
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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 AWSHX
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- DODGX vs NBPIX
- DODGX vs SFLNX
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- DODGX vs FEQIX
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