ACFOX vs AGTHX

Both ACFOX and AGTHX are mutual funds. ACFOX has a higher 5-year return than AGTHX (29.11% vs 20.88%). ACFOX has a higher expense ratio than AGTHX (0.84% vs 0.61%). Below is the comparison between ACFOX and AGTHX.

ACFOX AGTHX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Century Investments American Funds
Net Assets $1.43B $150.15B
Expense Ratio 0.84% 0.61%
Management Style active active
Dividend Yield 0.00% 0.21%
Minimum Investment $3,000.00 $1,000.00
YTD Return 11.57% 19.00%
1-Year Return -1.20% 4.28%
3-Year Return 35.05% 25.99%
5-Year Return 29.11% 20.88%
10-Year Return 20.84% 18.60%

ACFOX description

The Fund seeks long-term capital growth. The Fund uses a quantitative investment process designed to identify common stocks of companies that currently have, or are expected to have, earnings and revenues that are not only growing, but growing at an accelerating rate, and that also have strong price momentum.

ACFOX performance & returns

YTD Return 11.57%
1-Month Return -3.76%
3-Month Return -1.20%
1-Year Return -1.20%
3-Year Return 35.05%
5-Year Return 29.11%
10-Year Return 20.84%
ACFOX expense ratio is 0.84%.

ACFOX holdings

Top 10 Holdings (49.78% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 8.51%
Tesla Inc TSLA 6.22%
Salesforce.com Inc CRM 5.36%
Visa Inc Class A V 4.51%
Boston Beer Co Inc Class A SAM 4.40%
Square Inc A SQ 4.37%
Mastercard Inc A MA 4.26%
Facebook Inc A FB 4.06%
DocuSign Inc DOCU 4.05%
Alphabet Inc Class C GOOG 4.04%

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AGTHX description

The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.

AGTHX performance & returns

YTD Return 19.00%
1-Month Return -0.63%
3-Month Return 4.28%
1-Year Return 4.28%
3-Year Return 25.99%
5-Year Return 20.88%
10-Year Return 18.60%
AGTHX expense ratio is 0.61%.

AGTHX holdings

Top 10 Holdings (39.81% of Total Assets)

Name Symbol % Assets
Facebook Inc A FB 5.69%
Netflix Inc NFLX 5.59%
Amazon.com Inc AMZN 5.52%
Capital Group Central Cash Fund N/A 5.23%
Tesla Inc TSLA 5.08%
Microsoft Corp MSFT 5.00%
UnitedHealth Group Inc UNH 2.07%
Alphabet Inc Class C GOOG 1.97%
Mastercard Inc A MA 1.89%
Broadcom Inc AVGO 1.77%

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