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VVIAX vs AMRMX

Both AMRMX and VVIAX are mutual funds. AMRMX has a lower 5-year return than VVIAX (12.01% vs 12.78%). AMRMX has a higher expense ratio than VVIAX (0.6% vs 0.05%). Below is the comparison between AMRMX and VVIAX.

AMRMX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Vanguard
Net Assets $34.92B $30.19B
Expense Ratio 0.60% 0.05%
Management Style active passive (index-based)
Dividend Yield 1.66% 2.07%
Minimum Investment $1,000.00 $10,000.00
YTD Return 14.82% 17.32%
1-Year Return 1.85% 1.26%
3-Year Return 10.59% 10.34%
5-Year Return 12.01% 12.78%
10-Year Return 12.32% 13.51%

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 14.82%
1-Month Return -1.66%
3-Month Return 1.85%
1-Year Return 1.85%
3-Year Return 10.59%
5-Year Return 12.01%
10-Year Return 12.32%
AMRMX expense ratio is 0.6%.

AMRMX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.30%
Comcast Corp Class A CMCSA 3.09%
Gilead Sciences Inc GILD 2.98%
Amgen Inc AMGN 2.64%
UnitedHealth Group Inc UNH 2.28%
The Home Depot Inc HD 2.15%
Abbott Laboratories ABT 2.14%
Procter & Gamble Co PG 1.95%
Verizon Communications Inc VZ 1.75%
Apple Inc AAPL 1.72%

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VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return 17.32%
1-Month Return -2.69%
3-Month Return 1.26%
1-Year Return 1.26%
3-Year Return 10.34%
5-Year Return 12.78%
10-Year Return 13.51%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

Other relevant VVIAX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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