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AGGAX vs VHGEX

Both AGGAX and VHGEX are mutual funds. AGGAX has a lower 5-year return than VHGEX (12.32% vs 16.78%). AGGAX has a higher expense ratio than VHGEX (1.22% vs 0.45%). Below is the comparison between AGGAX and VHGEX.

AGGAX VHGEX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Invesco Vanguard
Net Assets $806.00M $8.88B
Expense Ratio 1.22% 0.45%
Management Style active active
Dividend Yield 0.00% 0.61%
Minimum Investment $1,000.00 $3,000.00
YTD Return 10.27% 12.22%
1-Year Return 3.58% 5.44%
3-Year Return 14.49% 15.50%
5-Year Return 12.32% 16.78%
10-Year Return 9.77% 11.94%

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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VHGEX description

The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in U.S. and foreign stocks chosen mainly on the basis of bottom-up stock analysis.

VHGEX performance & returns

YTD Return 12.22%
1-Month Return 3.41%
3-Month Return 5.44%
1-Year Return 5.44%
3-Year Return 15.50%
5-Year Return 16.78%
10-Year Return 11.94%
VHGEX expense ratio is 0.45%.

VHGEX holdings

Top 10 Holdings (18.55% of Total Assets)

Name Symbol % Assets
Vanguard Market Liquidity Inv N/A 3.95%
Amazon.com Inc AMZN 2.87%
Alphabet Inc Class C GOOG 2.06%
Naspers Ltd Class N NPN.JO 1.83%
Facebook Inc A FB 1.62%
Moody's Corporation MCO 1.42%
Microsoft Corp MSFT 1.24%
Anthem Inc ANTM 1.24%
Mastercard Inc A MA 1.16%
Alibaba Group Holding Ltd ADR BABA 1.16%

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