AGTHX vs VFINX

Both AGTHX and VFINX are mutual funds. AGTHX has a higher 5-year return than VFINX (10.23% vs 9.97%). AGTHX has a higher expense ratio than VFINX (0.62% vs 0.14%). Below is the comparison between AGTHX and VFINX.

AGTHX VFINX
Segment U.S. Equity: Large Growth U.S. Equity: Large Blend
Issuer American Funds Vanguard
Net Assets $89.90B $4.73B
Expense Ratio 0.62% 0.14%
Management Style active passive (index-based)
Dividend Yield 0.60% 1.84%
Minimum Investment $1,000 $3,000
YTD Return 15.51% 18.25%
1-Year Return -1.54% 2.81%
3-Year Return 13.25% 12.47%
5-Year Return 10.23% 9.97%
10-Year Return 12.78% 13.20%

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%

VFINX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFINX returns

YTD Return 18.25%
1-Month Return -2.66%
3-Month Return 5.44%
1-Year Return 2.81%
3-Year Return 12.47%
5-Year Return 9.97%
10-Year Return 13.20%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (21.39% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.18%
Apple Inc AAPL 3.52%
Amazon.com Inc AMZN 3.19%
Facebook Inc A FB 1.89%
Berkshire Hathaway Inc B BRK.B 1.63%
Johnson & Johnson JNJ 1.51%
JPMorgan Chase & Co JPM 1.48%
Alphabet Inc Class C GOOG 1.35%
Alphabet Inc A GOOGL 1.32%
Exxon Mobil Corp XOM 1.32%
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