AGTHX vs RGAGX

Both AGTHX and RGAGX are mutual funds. AGTHX has a lower 5-year return than RGAGX (10.23% vs 10.57%). AGTHX has a higher expense ratio than RGAGX (0.62% vs 0.33%). Below is the comparison between AGTHX and RGAGX.

AGTHX RGAGX
Segment U.S. Equity: Large Growth N/A
Issuer American Funds N/A
Net Assets $89.90B $32.80B
Expense Ratio 0.62% 0.33%
Management Style active passive
Dividend Yield 0.60% 0.92%
Minimum Investment $1,000 N/A
YTD Return 15.51% 15.74%
1-Year Return -1.54% -1.24%
3-Year Return 13.25% 13.60%
5-Year Return 10.23% 10.57%
10-Year Return 12.78% 13.15%

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 returns

YTD Return 15.51%
1-Month Return -3.46%
3-Month Return 3.24%
1-Year Return -1.54%
3-Year Return 13.25%
5-Year Return 10.23%
10-Year Return 12.78%
AGTHX expense ratio is 0.62%.

AGTHX holdings

Top 10 Holdings (29.28% of Total Assets)

Name Symbol % Assets
Facebook Inc A FB 5.47%
Microsoft Corp MSFT 4.68%
Amazon.com Inc AMZN 4.24%
Netflix Inc NFLX 4.22%
UnitedHealth Group Inc UNH 2.47%
Alphabet Inc Class C GOOG 2.04%
Broadcom Inc AVGO 1.91%
Mastercard Inc A MA 1.59%
The Home Depot Inc HD 1.35%
Abbott Laboratories ABT 1.31%

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 returns

YTD Return 15.74%
1-Month Return -3.43%
3-Month Return 3.32%
1-Year Return -1.24%
3-Year Return 13.60%
5-Year Return 10.57%
10-Year Return 13.15%
RGAGX expense ratio is 0.33%.

RGAGX holdings

Top 10 Holdings (29.28% of Total Assets)

Name Symbol % Assets
Facebook Inc A FB 5.47%
Microsoft Corp MSFT 4.68%
Amazon.com Inc AMZN 4.24%
Netflix Inc NFLX 4.22%
UnitedHealth Group Inc UNH 2.47%
Alphabet Inc Class C GOOG 2.04%
Broadcom Inc AVGO 1.91%
Mastercard Inc A MA 1.59%
The Home Depot Inc HD 1.35%
Abbott Laboratories ABT 1.31%
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