ACFOX vs VPMAX

Both ACFOX and VPMAX are mutual funds. ACFOX has a higher 5-year return than VPMAX (29.11% vs 17.99%). ACFOX has a higher expense ratio than VPMAX (0.84% vs 0.31%). Below is the comparison between ACFOX and VPMAX.

ACFOX VPMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Century Investments Vanguard
Net Assets $1.43B $71.80B
Expense Ratio 0.84% 0.31%
Management Style active active
Dividend Yield 0.00% 0.93%
Minimum Investment $3,000.00 N/A
YTD Return 11.57% 19.16%
1-Year Return -1.20% 0.43%
3-Year Return 35.05% 18.67%
5-Year Return 29.11% 17.99%
10-Year Return 20.84% 18.17%

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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VPMAX description

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

VPMAX performance & returns

YTD Return 19.16%
1-Month Return -0.43%
3-Month Return 0.43%
1-Year Return 0.43%
3-Year Return 18.67%
5-Year Return 17.99%
10-Year Return 18.17%
VPMAX expense ratio is 0.31%.

VPMAX holdings

Top 10 Holdings (37.81% of Total Assets)

Name Symbol % Assets
Eli Lilly and Co LLY 5.81%
Adobe Inc ADBE 5.50%
Microsoft Corp MSFT 5.15%
Amgen Inc AMGN 4.00%
Biogen Inc BIIB 3.98%
Texas Instruments Inc TXN 3.52%
Alibaba Group Holding Ltd ADR BABA 2.80%
Micron Technology Inc MU 2.50%
AstraZeneca PLC ADR AZN.L 2.42%
Alphabet Inc A GOOGL 2.13%

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