ADSIX vs AMCPX

Both ADSIX and AMCPX are mutual funds. ADSIX has a higher 5-year return than AMCPX (21.53% vs 18.59%). ADSIX has a higher expense ratio than AMCPX (1% vs 0.67%). Below is the comparison between ADSIX and AMCPX.

ADSIX AMCPX
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 $291.70M $45.18B
Expense Ratio 1.00% 0.67%
Management Style active active
Dividend Yield 0.00% 0.16%
Minimum Investment $3,000.00 $1,000.00
YTD Return 26.87% 25.43%
1-Year Return 10.03% 9.11%
3-Year Return 27.87% 22.45%
5-Year Return 21.53% 18.59%
10-Year Return 17.50% 16.50%

ADSIX description

The Fund seeks long-term capital growth. The Fund achieves this objective by investing primarily in the 1,500 largest publicly traded companies in the United States. The goal is to create a fund that provides better returns than its benchmark, the Russell 1000 Growth Index.

ADSIX performance & returns

YTD Return 26.87%
1-Month Return 8.59%
3-Month Return 10.03%
1-Year Return 10.03%
3-Year Return 27.87%
5-Year Return 21.53%
10-Year Return 17.50%
ADSIX expense ratio is 1%.

ADSIX holdings

Top 10 Holdings (43.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.20%
Microsoft Corp MSFT 9.02%
Amazon.com Inc AMZN 8.01%
Facebook Inc A FB 4.28%
Alphabet Inc A GOOGL 3.63%
Mastercard Inc A MA 2.27%
NVIDIA Corp NVDA 1.85%
Vertex Pharmaceuticals Inc VRTX 1.71%
Lowe's Companies Inc LOW 1.54%
Visa Inc Class A V 1.40%

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AMCPX description

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks of issuers located in the U.S. with a record of above-average long-term growth.

AMCPX performance & returns

YTD Return 25.43%
1-Month Return 3.98%
3-Month Return 9.11%
1-Year Return 9.11%
3-Year Return 22.45%
5-Year Return 18.59%
10-Year Return 16.50%
AMCPX expense ratio is 0.67%.

AMCPX holdings

Top 10 Holdings (27.88% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 4.26%
Microsoft Corp MSFT 4.14%
Facebook Inc A FB 3.24%
Abbott Laboratories ABT 3.11%
Amazon.com Inc AMZN 2.74%
UnitedHealth Group Inc UNH 2.68%
Broadcom Inc AVGO 2.29%
Thermo Fisher Scientific Inc TMO 2.04%
Mastercard Inc A MA 1.69%
Amgen Inc AMGN 1.69%

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