AGTHX vs TRBCX

Both AGTHX and TRBCX are mutual funds. AGTHX has a lower 5-year return than TRBCX (10.23% vs 14.03%). AGTHX has a lower expense ratio than TRBCX (0.62% vs 0.7%). Below is the comparison between AGTHX and TRBCX.

AGTHX TRBCX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer American Funds N/A
Net Assets $89.90B $42.52B
Expense Ratio 0.62% 0.70%
Management Style active active
Dividend Yield 0.60% 0.00%
Minimum Investment $1,000 $2,500
YTD Return 15.51% 20.48%
1-Year Return -1.54% 3.67%
3-Year Return 13.25% 19.19%
5-Year Return 10.23% 14.03%
10-Year Return 12.78% 16.40%

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%

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 returns

YTD Return 20.48%
1-Month Return -2.99%
3-Month Return 4.48%
1-Year Return 3.67%
3-Year Return 19.19%
5-Year Return 14.03%
10-Year Return 16.40%
TRBCX expense ratio is 0.7%.

TRBCX holdings

Top 10 Holdings (43.44% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.77%
Microsoft Corp MSFT 5.91%
Facebook Inc A FB 5.86%
Alphabet Inc Class C GOOG 3.74%
Visa Inc Class A V 3.64%
Boeing Co BA 3.44%
Alibaba Group Holding Ltd ADR BABA 3.34%
Mastercard Inc A MA 3.11%
UnitedHealth Group Inc UNH 2.37%
Tencent Holdings Ltd 00700 2.26%
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