AGTHX vs AMECX

Both AGTHX and AMECX are mutual funds. AGTHX has a higher 5-year return than AMECX (15.42% vs 7%). AGTHX has a higher expense ratio than AMECX (0.65% vs 0.58%). Below is the comparison between AGTHX and AMECX.

AGTHX AMECX
Segment U.S. Equity: Large Growth U.S. Balanced: Allocation--70% to 85% Equity
Issuer American Funds American Funds
Net Assets $94.61B $77.07B
Expense Ratio 0.65% 0.58%
Management Style active active
Dividend Yield 0.74% 3.20%
Minimum Investment $1,000.00 $1,000.00
YTD Return 15.88% -4.03%
1-Year Return 26.39% 1.15%
3-Year Return 15.73% 3.98%
5-Year Return 15.42% 7.00%
10-Year Return 14.48% 7.91%

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 15.88%
1-Month Return -2.02%
3-Month Return 8.54%
1-Year Return 26.39%
3-Year Return 15.73%
5-Year Return 15.42%
10-Year Return 14.48%
AGTHX expense ratio is 0.65%.

AGTHX holdings

Top 10 Holdings (33.09% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 6.26%
Facebook Inc A FB 5.45%
Microsoft Corp MSFT 5.30%
Amazon.com Inc AMZN 5.01%
UnitedHealth Group Inc UNH 2.82%
Alphabet Inc Class C GOOG 2.21%
Tesla Inc TSLA 1.63%
Broadcom Inc AVGO 1.60%
Mastercard Inc A MA 1.45%
Abbott Laboratories ABT 1.36%

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AMECX description

The Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds investments in equity, debt and cash or money market instruments may vary substantially depending on various factors.

AMECX performance & returns

YTD Return -4.03%
1-Month Return -1.43%
3-Month Return 3.75%
1-Year Return 1.15%
3-Year Return 3.98%
5-Year Return 7.00%
10-Year Return 7.91%
AMECX expense ratio is 0.58%.

AMECX holdings

Top 10 Holdings (18.40% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 2.67%
JPMorgan Chase & Co JPM 2.07%
Philip Morris International Inc PM 1.96%
AstraZeneca PLC AZN.L 1.77%
CME Group Inc Class A CME 1.76%
Pfizer Inc PFE 1.68%
Lockheed Martin Corp LMT 1.67%
Verizon Communications Inc VZ 1.65%
Enel SpA ENEL.MI 1.60%
Merck & Co Inc MRK 1.57%

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