DSEEX vs AMRMX

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.

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AMRMX DSEEX
Security Type Mutual fund Mutual fund
Finny Score N/A N/A
Category Large Value Large Value
Family American Funds DoubleLine
Net Assets $32.41B $6.23B
Expense Ratio 0.59% 0.53%
Management Style active active
30-Day Yield 1.35% 2.15%
Minimum Investment $250 $100,000
YTD Return 12.34% 12.06%
1-Year Return 34.61% 63.85%
3-Year Return 12.57% 18.61%
5-Year Return 12.55% 18.84%
10-Year Return 11.19% 0.00%

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 12.34%
1-Month Return 3.36%
3-Month Return 10.31%
1-Year Return 34.61%
3-Year Return 12.57%
5-Year Return 12.55%
10-Year Return 11.19%
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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DSEEX

DSEEX description

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
YTD Return 12.06%
1-Month Return 4.18%
3-Month Return 10.67%
1-Year Return 63.85%
3-Year Return 18.61%
5-Year Return 18.84%
10-Year Return 0.00%
DSEEX expense ratio is 0.53%.

DSEEX holdings

Top 10 Holdings (8.00% of Total Assets)

Name Symbol % Assets
DBULX DBULX 2.34%
MVRXX MVRXX 1.89%
MGMXX MGMXX 1.89%
FGUXX FGUXX 1.89%

DSEEX pros

The following are DSEEX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

DSEEX cons

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

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.