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AGTHX vs FDGRX

Both AGTHX and FDGRX are mutual funds. AGTHX has a lower 5-year return than FDGRX (20.31% vs 29.92%). AGTHX has a lower expense ratio than FDGRX (0.64% vs 0.83%). Below is the comparison between AGTHX and FDGRX.

AGTHX FDGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Fidelity Investments
Net Assets $133.98B $46.48B
Expense Ratio 0.64% 0.83%
Management Style active active
Dividend Yield 0.23% 0.00%
Minimum Investment $1,000.00 N/A
YTD Return 8.41% 11.32%
1-Year Return 4.70% 7.46%
3-Year Return 19.05% 29.08%
5-Year Return 20.31% 29.92%
10-Year Return 16.16% 21.36%

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 8.41%
1-Month Return 3.59%
3-Month Return 4.70%
1-Year Return 4.70%
3-Year Return 19.05%
5-Year Return 20.31%
10-Year Return 16.16%
AGTHX expense ratio is 0.64%.

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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FDGRX description

The Fund seeks capital appreciation. Fidelity normally invests the Fund's assets primarily in common stocks. Fidelity invests the Fund's assets in companies Fidelity believes have above-average growth potential. Growth may be measured by factors such as earnings or revenue.

FDGRX performance & returns

YTD Return 11.32%
1-Month Return 7.14%
3-Month Return 7.46%
1-Year Return 7.46%
3-Year Return 29.08%
5-Year Return 29.92%
10-Year Return 21.36%
FDGRX expense ratio is 0.83%.

FDGRX holdings

Top 10 Holdings (44.98% of Total Assets)

Name Symbol % Assets
NVIDIA Corp NVDA 8.59%
Apple Inc AAPL 7.17%
Amazon.com Inc AMZN 7.02%
Microsoft Corp MSFT 4.41%
Lululemon Athletica Inc LULU 3.67%
Shopify Inc A SHOP.TO 3.66%
Salesforce.com Inc CRM 3.27%
Alphabet Inc A GOOGL 3.02%
Tesla Inc TSLA 2.15%
Wayfair Inc Class A W 2.02%

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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