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AGGAX vs OPPAX

Both AGGAX and OPPAX are mutual funds. AGGAX has a lower 5-year return than OPPAX (12.32% vs 18.56%). AGGAX has a higher expense ratio than OPPAX (1.22% vs 1.06%). Below is the comparison between AGGAX and OPPAX.

AGGAX OPPAX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Invesco Invesco
Net Assets $806.00M $7.79B
Expense Ratio 1.22% 1.06%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 10.27% 10.30%
1-Year Return 3.58% 7.87%
3-Year Return 14.49% 15.20%
5-Year Return 12.32% 18.56%
10-Year Return 9.77% 12.04%

AGGAX description

The Fund seeks to provide long-term growth of capital. The Fund seeks to achieve its objective by investing in a portfolio of global (i.e., U.S. and foreign) equity securities of selected companies that are considered by the Fund's investment advisor to have strong earnings momentum.

AGGAX performance & returns

YTD Return 10.27%
1-Month Return 2.20%
3-Month Return 3.58%
1-Year Return 3.58%
3-Year Return 14.49%
5-Year Return 12.32%
10-Year Return 9.77%
AGGAX expense ratio is 1.22%.

AGGAX holdings

Top 10 Holdings (23.03% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 4.23%
Apple Inc AAPL 2.45%
PayPal Holdings Inc PYPL 2.29%
Alphabet Inc A GOOGL 2.23%
Alibaba Group Holding Ltd ADR BABA 2.21%
Fidelity National Information Services Inc FIS 2.06%
Clinigen Group PLC CLIN.L 2.06%
Horizon Therapeutics PLC HZNP 1.94%
Cognizant Technology Solutions Corp A CTSH 1.80%
Microsoft Corp MSFT 1.76%

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OPPAX description

The Fund seeks capital appreciation. The Fund invests mainly in common stock of U.S. and foreign companies. The Fund can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets.

OPPAX performance & returns

YTD Return 10.30%
1-Month Return 5.83%
3-Month Return 7.87%
1-Year Return 7.87%
3-Year Return 15.20%
5-Year Return 18.56%
10-Year Return 12.04%
OPPAX expense ratio is 1.06%.

OPPAX holdings

Top 10 Holdings (45.81% of Total Assets)

Name Symbol % Assets
Alphabet Inc A GOOGL 8.13%
Adobe Inc ADBE 5.26%
S&P Global Inc SPGI 4.94%
Facebook Inc A FB 4.84%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 4.39%
JD.com Inc ADR JD 4.31%
Intuit Inc INTU 4.08%
SAP SE SAP.DE 3.38%
PayPal Holdings Inc PYPL 3.28%
Nidec Corp 6594 3.20%

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