Get 3 actionable money tips every week. Sign up for the tips now!
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.
|Segment||U.S. Equity: Large Growth||U.S. Equity: Large Blend|
|Management Style||active||passive (index-based)|
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.
Top 10 Holdings (29.28% of Total Assets)
|Facebook Inc A||FB||5.47%|
|UnitedHealth Group Inc||UNH||2.47%|
|Alphabet Inc Class C||GOOG||2.04%|
|Mastercard Inc A||MA||1.59%|
|The Home Depot Inc||HD||1.35%|
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.
Top 10 Holdings (21.39% of Total Assets)
|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%|