AGTHX vs SWLGX

Both AGTHX and SWLGX are mutual funds. AGTHX has a higher expense ratio than SWLGX (0.65% vs 0.04%). Below is the comparison between AGTHX and SWLGX.

AGTHX SWLGX
Segment U.S. Equity: Large Growth N/A
Issuer American Funds Schwab Funds
Net Assets $94.61B $202.3M
Expense Ratio 0.65% 0.04%
Management Style active passive
Dividend Yield 0.74% 0.96%
Minimum Investment $1,000.00 N/A
YTD Return 15.88% 19.93%
1-Year Return 26.39% 31.61%
3-Year Return 15.73% N/A
5-Year Return 15.42% N/A
10-Year Return 14.48% N/A

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 15.88%
1-Month Return -2.02%
3-Month Return 8.54%
1-Year Return 26.39%
3-Year Return 15.73%
5-Year Return 15.42%
10-Year Return 14.48%
AGTHX expense ratio is 0.65%.

AGTHX holdings

Top 10 Holdings (33.09% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 6.26%
Facebook Inc A FB 5.45%
Microsoft Corp MSFT 5.30%
Amazon.com Inc AMZN 5.01%
UnitedHealth Group Inc UNH 2.82%
Alphabet Inc Class C GOOG 2.21%
Tesla Inc TSLA 1.63%
Broadcom Inc AVGO 1.60%
Mastercard Inc A MA 1.45%
Abbott Laboratories ABT 1.36%

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SWLGX description

The Fund seeks to track the performance of a benchmark index that measures the total return of large capitalization US growth stocks. The Fund attempts to replicate and will invest at least 90% of its net assets (net assets plus borrowings for investment purposes) in securities included in the Russell 1000 Growth Index.

SWLGX performance & returns

YTD Return 19.93%
1-Month Return -4.00%
3-Month Return 10.39%
1-Year Return 31.61%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
SWLGX expense ratio is 0.04%.

SWLGX holdings

Top 10 Holdings (38.58% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.09%
Apple Inc AAPL 7.99%
Amazon.com Inc AMZN 6.21%
Facebook Inc A FB 3.04%
Alphabet Inc A GOOGL 2.65%
Alphabet Inc Class C GOOG 2.65%
Visa Inc Class A V 2.10%
UnitedHealth Group Inc UNH 1.80%
Mastercard Inc A MA 1.63%
Merck & Co Inc MRK 1.42%

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