AGTHX vs VFINX

Both AGTHX and VFINX are mutual funds. AGTHX has a higher 5-year return than VFINX (16.87% vs 13.84%). AGTHX has a higher expense ratio than VFINX (0.64% 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 $106.45B $4.13B
Expense Ratio 0.64% 0.14%
Management Style active passive (index-based)
Dividend Yield 0.64% 1.68%
Minimum Investment $1,000.00 $3,000.00
YTD Return 30.04% 13.88%
1-Year Return 34.04% 17.30%
3-Year Return 17.86% 13.02%
5-Year Return 16.87% 13.84%
10-Year Return 15.31% 14.03%

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 30.04%
1-Month Return 12.30%
3-Month Return 5.24%
1-Year Return 34.04%
3-Year Return 17.86%
5-Year Return 16.87%
10-Year Return 15.31%
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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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 performance & returns

YTD Return 13.88%
1-Month Return 10.94%
3-Month Return 3.86%
1-Year Return 17.30%
3-Year Return 13.02%
5-Year Return 13.84%
10-Year Return 14.03%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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