AGTHX vs VTSAX

Both AGTHX and VTSAX are mutual funds. AGTHX has a higher 5-year return than VTSAX (15.42% vs 12.47%). AGTHX has a higher expense ratio than VTSAX (0.65% vs 0.04%). Below is the comparison between AGTHX and VTSAX.

AGTHX VTSAX
Segment U.S. Equity: Large Growth U.S. Equity: Large Blend
Issuer American Funds Vanguard
Net Assets $94.61B $252.53B
Expense Ratio 0.65% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.74% 1.76%
Minimum Investment $1,000.00 $10,000.00
YTD Return 15.88% 3.00%
1-Year Return 26.39% 11.49%
3-Year Return 15.73% 11.13%
5-Year Return 15.42% 12.47%
10-Year Return 14.48% 13.26%

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 15.88%
1-Month Return -2.02%
3-Month Return 8.54%
1-Year Return 26.39%
3-Year Return 15.73%
5-Year Return 15.42%
10-Year Return 14.48%
AGTHX expense ratio is 0.65%.

AGTHX holdings

Top 10 Holdings (33.09% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 6.26%
Facebook Inc A FB 5.45%
Microsoft Corp MSFT 5.30%
Amazon.com Inc AMZN 5.01%
UnitedHealth Group Inc UNH 2.82%
Alphabet Inc Class C GOOG 2.21%
Tesla Inc TSLA 1.63%
Broadcom Inc AVGO 1.60%
Mastercard Inc A MA 1.45%
Abbott Laboratories ABT 1.36%

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VTSAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSAX performance & returns

YTD Return 3.00%
1-Month Return -2.97%
3-Month Return 6.81%
1-Year Return 11.49%
3-Year Return 11.13%
5-Year Return 12.47%
10-Year Return 13.26%
VTSAX expense ratio is 0.04%.

VTSAX holdings

Top 10 Holdings (21.72% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.71%
Apple Inc AAPL 4.28%
Amazon.com Inc AMZN 3.47%
Facebook Inc A FB 1.82%
Alphabet Inc A GOOGL 1.46%
Alphabet Inc Class C GOOG 1.39%
Johnson & Johnson JNJ 1.32%
Berkshire Hathaway Inc Class B BRK.B 1.18%
Visa Inc Class A V 1.12%
Procter & Gamble Co PG 0.97%

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