Both AMRMX and DSEEX are mutual funds. AMRMX has a lower 5-year return than DSEEX (12.55% vs 18.84%). AMRMX has a higher expense ratio than DSEEX (0.59% vs 0.53%). Below is the comparison between AMRMX and DSEEX.
|Security Type||Mutual fund||Mutual fund|
|Category||Large Value||Large Value|
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 total return which exceeds the total return of its benchmark index. The Fund uses derivatives, or combination of derivatives and direct investments, that tracks closely the performance of the Index. The Fund will also invest in a portfolio of debt securities to provide additional long-term total return.
DSEEX performance & returns
Top 10 Holdings (8.00% of Total Assets)
The following are DSEEX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
The following are DSEEX weaknesses from our perspective:
- DSEEX expense ratio is 0.53%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant DSEEX comparisons
You may also want to check out the following DSEEX comparisons that investors often look for on Finny
- DSEEX vs DODGX
- DSEEX vs AWSHX
- DSEEX vs AMRMX
- DSEEX vs GSFTX
- DSEEX vs MADVX
- DSEEX vs PRFDX
- DSEEX vs NBPIX
- DSEEX vs SFLNX
- DSEEX vs DHLRX
- DSEEX vs FEQIX