AGTHX vs AMCPX

Both AGTHX and AMCPX are mutual funds. AGTHX has a higher 5-year return than AMCPX (12.74% vs 10.39%). Below is the comparison between AGTHX and AMCPX.

AGTHX AMCPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds American Funds
Net Assets $98.87B N/A
Expense Ratio 0.61% N/A
Management Style active active
Dividend Yield 0.12% N/A
Minimum Investment $1,000.00 $1,000.00
YTD Return -23.23% -22.77%
1-Year Return -18.74% -17.44%
3-Year Return 10.49% 7.42%
5-Year Return 12.74% 10.39%
10-Year Return 13.59% 12.04%

AGTHX

AGTHX description

The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.

AGTHX performance & returns

YTD Return -23.23%
1-Month Return 8.79%
3-Month Return -2.30%
1-Year Return -18.74%
3-Year Return 10.49%
5-Year Return 12.74%
10-Year Return 13.59%
AGTHX expense ratio is 0.61%.

AGTHX holdings

Top 10 Holdings (36.62% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.37%
Tesla Inc TSLA 5.06%
Facebook Inc Class A FB 5.06%
Netflix Inc NFLX 4.55%
Amazon.com Inc AMZN 4.44%
Capital Group Central Cash Fund N/A 3.51%
Alphabet Inc Class C GOOG 2.94%
Alphabet Inc Class A GOOGL 2.02%
UnitedHealth Group Inc UNH 1.97%
Broadcom Inc AVGO 1.70%

AGTHX pros

The following are AGTHX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

AGTHX cons

The following are AGTHX weaknesses from our perspective:

  • AGTHX expense ratio is 0.61%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant AGTHX comparisons

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AMCPX

AMCPX description

AMCPX performance & returns

YTD Return -22.77%
1-Month Return 8.48%
3-Month Return -0.62%
1-Year Return -17.44%
3-Year Return 7.42%
5-Year Return 10.39%
10-Year Return 12.04%
AMCPX expense ratio is N/A.

AMCPX holdings

Top 10 Holdings (29.24% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 4.77%
Microsoft Corp MSFT 4.76%
Amazon.com Inc AMZN 2.96%
Facebook Inc Class A FB 2.89%
Abbott Laboratories ABT 2.57%
Alphabet Inc Class A GOOGL 2.46%
UnitedHealth Group Inc UNH 2.40%
Broadcom Inc AVGO 2.32%
Alphabet Inc Class C GOOG 2.16%
Thermo Fisher Scientific Inc TMO 1.95%

AMCPX pros

None that we could think of.

AMCPX cons

The following are AMCPX weaknesses from our perspective:

  • AMCPX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant AMCPX comparisons

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