AGTHX vs FBGRX

Both AGTHX and FBGRX are mutual funds. AGTHX has a lower 5-year return than FBGRX (16.92% vs 24.56%). AGTHX has a lower expense ratio than FBGRX (0.61% vs 0.79%). Below is the comparison between AGTHX and FBGRX.

AGTHX FBGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Fidelity Investments
Net Assets $145.34B $52.72B
Expense Ratio 0.61% 0.79%
Management Style active active
Dividend Yield 0.09% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return -12.27% -14.69%
1-Year Return -12.02% -14.00%
3-Year Return 19.67% 28.10%
5-Year Return 16.92% 24.56%
10-Year Return 15.75% 19.68%

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 -12.27%
1-Month Return -10.33%
3-Month Return -12.02%
1-Year Return -12.02%
3-Year Return 19.67%
5-Year Return 16.92%
10-Year Return 15.75%
AGTHX expense ratio is 0.61%.

AGTHX holdings

Top 10 Holdings (39.81% of Total Assets)

Name Symbol % Assets
Facebook Inc A FB 5.69%
Netflix Inc NFLX 5.59%
Amazon.com Inc AMZN 5.52%
Capital Group Central Cash Fund N/A 5.23%
Tesla Inc TSLA 5.08%
Microsoft Corp MSFT 5.00%
UnitedHealth Group Inc UNH 2.07%
Alphabet Inc Class C GOOG 1.97%
Mastercard Inc A MA 1.89%
Broadcom Inc AVGO 1.77%

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FBGRX description

The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the firm's stock is included in the S&P 500 or the Dow Jones Industrial average, or $1 billion if not included in either Index).

FBGRX performance & returns

YTD Return -14.69%
1-Month Return -13.15%
3-Month Return -14.00%
1-Year Return -14.00%
3-Year Return 28.10%
5-Year Return 24.56%
10-Year Return 19.68%
FBGRX expense ratio is 0.79%.

FBGRX holdings

Top 10 Holdings (47.12% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 9.34%
Amazon.com Inc AMZN 8.75%
Microsoft Corp MSFT 6.40%
Alphabet Inc A GOOGL 4.46%
Facebook Inc A FB 4.09%
NVIDIA Corp NVDA 3.93%
Tesla Inc TSLA 3.22%
Marvell Technology Group Ltd MRVL 2.63%
Salesforce.com Inc CRM 2.55%
Visa Inc Class A V 1.75%

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