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ADSIX vs VWUAX
Both ADSIX and VWUAX are mutual funds. ADSIX has a lower 5-year return than VWUAX (18.66% vs 24.86%). ADSIX has a higher expense ratio than VWUAX (1.01% vs 0.28%). Below is the comparison between ADSIX and VWUAX.
| ADSIX | VWUAX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Equity: Large Growth | U.S. Equity: Large Growth |
| Family | American Century Investments | Vanguard |
| Net Assets | $261.00M | $34.04B |
| Expense Ratio | 1.01% | 0.28% |
| Management Style | active | active |
| Dividend Yield | 0.00% | 0.13% |
| Minimum Investment | $3,000.00 | $50,000.00 |
| YTD Return | 5.80% | 4.67% |
| 1-Year Return | 3.96% | 2.34% |
| 3-Year Return | 20.16% | 29.59% |
| 5-Year Return | 18.66% | 24.86% |
| 10-Year Return | 14.65% | 18.46% |
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 | 5.80% |
| 1-Month Return | 8.03% |
| 3-Month Return | 3.96% |
| 1-Year Return | 3.96% |
| 3-Year Return | 20.16% |
| 5-Year Return | 18.66% |
| 10-Year Return | 14.65% |
ADSIX expense ratio is 1.01%.
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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VWUAX description
The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices.
VWUAX performance & returns
| YTD Return | 4.67% |
| 1-Month Return | 6.25% |
| 3-Month Return | 2.34% |
| 1-Year Return | 2.34% |
| 3-Year Return | 29.59% |
| 5-Year Return | 24.86% |
| 10-Year Return | 18.46% |
VWUAX expense ratio is 0.28%.
VWUAX holdings
Top 10 Holdings (39.11% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Amazon.com Inc | AMZN | 7.62% |
| Microsoft Corp | MSFT | 5.92% |
| Apple Inc | AAPL | 5.45% |
| Tesla Inc | TSLA | 4.29% |
| Vanguard Market Liquidity Inv | N/A | 3.40% |
| Mastercard Inc A | MA | 2.84% |
| Shopify Inc A | SHOP.TO | 2.71% |
| Facebook Inc A | FB | 2.39% |
| Alphabet Inc Class C | GOOG | 2.25% |
| Netflix Inc | NFLX | 2.24% |
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