AGTHX vs VWUSX

Both AGTHX and VWUSX are mutual funds. AGTHX has a lower 5-year return than VWUSX (15.42% vs 19.44%). AGTHX has a higher expense ratio than VWUSX (0.65% vs 0.39%). Below is the comparison between AGTHX and VWUSX.

AGTHX VWUSX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer American Funds Vanguard
Net Assets $94.61B $9.26B
Expense Ratio 0.65% 0.39%
Management Style active active
Dividend Yield 0.74% 0.28%
Minimum Investment $1,000.00 $3,000.00
YTD Return 15.88% 33.26%
1-Year Return 26.39% 44.89%
3-Year Return 15.73% 23.97%
5-Year Return 15.42% 19.44%
10-Year Return 14.48% 17.87%

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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VWUSX description

The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices.

VWUSX performance & returns

YTD Return 33.26%
1-Month Return -3.04%
3-Month Return 12.97%
1-Year Return 44.89%
3-Year Return 23.97%
5-Year Return 19.44%
10-Year Return 17.87%
VWUSX expense ratio is 0.39%.

VWUSX holdings

Top 10 Holdings (37.04% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 7.28%
Microsoft Corp MSFT 7.22%
Apple Inc AAPL 4.66%
Mastercard Inc A MA 3.20%
Alphabet Inc Class C GOOG 2.93%
Netflix Inc NFLX 2.70%
Visa Inc Class A V 2.67%
Facebook Inc A FB 2.31%
Tesla Inc TSLA 2.14%
Adobe Inc ADBE 1.93%

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