AGTHX vs RGAGX

Both AGTHX and RGAGX are mutual funds. AGTHX has a lower 5-year return than RGAGX (16.37% vs 16.73%). AGTHX has a higher expense ratio than RGAGX (0.64% vs 0.3%). Below is the comparison between AGTHX and RGAGX.

AGTHX RGAGX
Segment U.S. Equity: Large Growth N/A
Issuer American Funds American Funds
Net Assets $106.45B $35.3B
Expense Ratio 0.64% 0.30%
Management Style active passive
Dividend Yield 0.64% 0.91%
Minimum Investment $1,000.00 N/A
YTD Return 27.56% 27.95%
1-Year Return 33.16% 33.61%
3-Year Return 17.40% 17.78%
5-Year Return 16.37% 16.73%
10-Year Return 15.09% 15.47%

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 27.56%
1-Month Return 3.97%
3-Month Return 7.86%
1-Year Return 33.16%
3-Year Return 17.40%
5-Year Return 16.37%
10-Year Return 15.09%
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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RGAGX 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.

RGAGX performance & returns

YTD Return 27.95%
1-Month Return 4.01%
3-Month Return 7.95%
1-Year Return 33.61%
3-Year Return 17.78%
5-Year Return 16.73%
10-Year Return 15.47%
RGAGX expense ratio is 0.3%.

RGAGX 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%

Other relevant RGAGX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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