AGTHX vs TRBCX

Both AGTHX and TRBCX are mutual funds. AGTHX has a lower 5-year return than TRBCX (16.37% vs 18.41%). AGTHX has a lower expense ratio than TRBCX (0.64% vs 0.69%). Below is the comparison between AGTHX and TRBCX.

AGTHX TRBCX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer American Funds T. Rowe Price
Net Assets $106.45B $52.68B
Expense Ratio 0.64% 0.69%
Management Style active active
Dividend Yield 0.64% 0.07%
Minimum Investment $1,000.00 $2,500.00
YTD Return 27.56% 29.05%
1-Year Return 33.16% 34.16%
3-Year Return 17.40% 19.85%
5-Year Return 16.37% 18.41%
10-Year Return 15.09% 17.72%

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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TRBCX description

The Fund seeks to provide long-term capital growth with income as a secondary objective. The Fund invests at least 80% of its net assets in the common stocks of large and medium-sized blue chip growth companies, focusing on companies with leading market positions, seasoned management and strong financial fundamentals.

TRBCX performance & returns

YTD Return 29.05%
1-Month Return -0.06%
3-Month Return 3.76%
1-Year Return 34.16%
3-Year Return 19.85%
5-Year Return 18.41%
10-Year Return 17.72%
TRBCX expense ratio is 0.69%.

TRBCX holdings

Top 10 Holdings (49.07% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 11.84%
Facebook Inc A FB 6.53%
Microsoft Corp MSFT 5.24%
Alibaba Group Holding Ltd ADR BABA 4.93%
Alphabet Inc Class C GOOG 4.77%
Apple Inc AAPL 4.73%
Visa Inc Class A V 3.08%
Mastercard Inc A MA 2.72%
PayPal Holdings Inc PYPL 2.62%
Tencent Holdings Ltd 00700 2.61%

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