AGTHX vs FMAGX

Both AGTHX and FMAGX are mutual funds. AGTHX has a higher 5-year return than FMAGX (16.92% vs 16.68%). AGTHX has a lower expense ratio than FMAGX (0.61% vs 0.78%). Below is the comparison between AGTHX and FMAGX.

AGTHX FMAGX
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 $31.47B
Expense Ratio 0.61% 0.78%
Management Style active active
Dividend Yield 0.09% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return -12.27% -13.66%
1-Year Return -12.02% -9.51%
3-Year Return 19.67% 19.63%
5-Year Return 16.92% 16.68%
10-Year Return 15.75% 15.33%

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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FMAGX description

The Fund seeks capital appreciation. Fidelity Management & Research may buy "growth" stocks or "value" stocks or a combination of both. They rely on fundamental analysis of each issuer and its potential for success in light of its current financial condition, its industry position, and economic and market conditions.

FMAGX performance & returns

YTD Return -13.66%
1-Month Return -11.59%
3-Month Return -9.51%
1-Year Return -9.51%
3-Year Return 19.63%
5-Year Return 16.68%
10-Year Return 15.33%
FMAGX expense ratio is 0.78%.

FMAGX holdings

Top 10 Holdings (34.02% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.24%
Microsoft Corp MSFT 6.49%
Amazon.com Inc AMZN 5.67%
Facebook Inc A FB 2.97%
Procter & Gamble Co PG 2.02%
Visa Inc Class A V 1.98%
NVIDIA Corp NVDA 1.94%
Alphabet Inc A GOOGL 1.94%
Alphabet Inc Class C GOOG 1.92%
Mastercard Inc A MA 1.85%

Other relevant FMAGX comparisons

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