AGTHX vs SWLSX

Both AGTHX and SWLSX are mutual funds. AGTHX has a higher 5-year return than SWLSX (15.42% vs 13.84%). AGTHX has a lower expense ratio than SWLSX (0.65% vs 0.99%). Below is the comparison between AGTHX and SWLSX.

AGTHX SWLSX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer American Funds Schwab Funds
Net Assets $94.61B $190.1M
Expense Ratio 0.65% 0.99%
Management Style active active
Dividend Yield 0.74% 0.16%
Minimum Investment $1,000.00 $1,000.00
YTD Return 15.88% 14.28%
1-Year Return 26.39% 24.44%
3-Year Return 15.73% 14.38%
5-Year Return 15.42% 13.84%
10-Year Return 14.48% 14.14%

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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SWLSX description

The Fund seeks long-term capital growth. The Fund invests at least 80% of its net assets in large-cap stocks of U.S. companies.

SWLSX performance & returns

YTD Return 14.28%
1-Month Return -5.16%
3-Month Return 8.65%
1-Year Return 24.44%
3-Year Return 14.38%
5-Year Return 13.84%
10-Year Return 14.14%
SWLSX expense ratio is 0.99%.

SWLSX holdings

Top 10 Holdings (46.93% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.30%
Apple Inc AAPL 9.70%
Amazon.com Inc AMZN 8.01%
Alphabet Inc A GOOGL 5.57%
Facebook Inc A FB 3.92%
Mastercard Inc A MA 2.60%
Visa Inc Class A V 1.94%
The Home Depot Inc HD 1.72%
PepsiCo Inc PEP 1.70%
American Tower Corp AMT 1.47%

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