PRFDX vs AMRMX

Both AMRMX and PRFDX are mutual funds. AMRMX has a higher 5-year return than PRFDX (7.13% vs 6.23%). AMRMX has a lower expense ratio than PRFDX (0.59% vs 0.63%). Below is the comparison between AMRMX and PRFDX.

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AMRMX PRFDX
Security Type Mutual fund Mutual fund
Finny Score 0 40
Category Large Value Large Value
Family American Funds T. Rowe Price
Net Assets $32.41B $9.25B
Expense Ratio 0.59% 0.63%
Management Style active active
30-Day Yield 1.35% 1.86%
Minimum Investment $250 $2,500
YTD Return 1.52% 0.94%
1-Year Return 7.39% 7.09%
3-Year Return 9.94% 14.29%
5-Year Return 7.13% 6.23%
10-Year Return 9.06% 7.84%

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 1.52%
1-Month Return -1.09%
3-Month Return -0.81%
1-Year Return 7.39%
3-Year Return 9.94%
5-Year Return 7.13%
10-Year Return 9.06%
AMRMX expense ratio is 0.59%.

AMRMX holdings

Top 10 Holdings (23.82% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.31%
AbbVie Inc ABBV 2.65%
Raytheon Technologies Corp RTX 2.54%
Abbott Laboratories ABT 2.40%
Linde PLC LIN 2.35%
General Electric Co GE 2.21%
Comcast Corp Class A CMCSA 2.00%
Apple Inc AAPL 1.95%
Mondelez International Inc Class A MDLZ 1.72%
UnitedHealth Group Inc UNH 1.69%

AMRMX pros

None that we could think of.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX 3-year return is 9.94%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 11.93%.
  • AMRMX 5-year return is 7.13%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.07%.
  • AMRMX 10-year return is 9.06%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 10.95%.
  • 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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PRFDX

PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns
YTD Return 0.94%
1-Month Return -1.12%
3-Month Return -0.31%
1-Year Return 7.09%
3-Year Return 14.29%
5-Year Return 6.23%
10-Year Return 7.84%
PRFDX expense ratio is 0.63%.

PRFDX holdings

Top 10 Holdings (23.72% of Total Assets)

Name Symbol % Assets
Southern Co SO 3.10%
Wells Fargo & Co WFC 2.92%
General Electric Co GE 2.43%
Qualcomm Inc QCOM 2.42%
American International Group Inc AIG 2.27%
TotalEnergies SE TTE 2.22%
Elevance Health Inc ELV 2.21%
Becton, Dickinson and Co BDX 2.16%
Johnson & Johnson JNJ 2.09%
Chubb Ltd CB 1.90%

PRFDX pros

The following are PRFDX strengths from our perspective:

  • PRFDX 3-year return is 13.77%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

PRFDX cons

The following are PRFDX weaknesses from our perspective:

  • PRFDX 5-year return is 6.91%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • PRFDX 10-year return is 8.16%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  • PRFDX expense ratio is 0.63%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PRFDX comparisons

You may also want to check out the following PRFDX 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.